Shana Ice is a registered investment advisor at Morgan Stanley, based in El Segundo, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
2141 Rosecrans Avenue, Suite 3100, El Segundo, CA, 90245
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
September 2021 - Present · 4 yrs 8 mos
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
MML Investors Services, LLC
November 2020 - September 2021 · 10 mos
MML Investors Services, LLCBroker
September 2020 - September 2021 · 1 yr
Azzad Asset Management, INC.
October 2017 - February 2019 · 1 yr 4 mos
Morgan Stanley
October 2012 - November 2015 · 3 yrs 1 mo
Morgan StanleyBroker
October 2012 - November 2015 · 3 yrs 1 mo
Planning Solutions Group, LLC
May 2012 - September 2012 · 4 mos
Triad Advisors, INC.Broker
March 2012 - September 2012 · 6 mos
Foliofn Investments, INC.Broker
March 2012 - March 2012 · 0 mos
Morgan Stanley Smith Barney LLC
May 2011 - June 2011 · 1 mo
Morgan Stanley Smith BarneyBroker
June 2010 - June 2011 · 1 yr
Resource Horizons Investment Advisory, INC.
January 2010 - April 2010 · 3 mos
Resource Horizons Group LLCBroker
January 2010 - April 2010 · 3 mos
1st Global Advisors INC
March 2008 - January 2010 · 1 yr 10 mos
1st Global Capital CORP.Broker
February 2008 - January 2010 · 1 yr 11 mos
Edward Jones
November 2007 - December 2007 · 1 mo
Edward JonesBroker
September 2007 - December 2007 · 3 mos
National Planning CorporationBroker
June 2002 - August 2007 · 5 yrs 2 mos
Manulife Financial Securities LLCBroker
October 2001 - May 2002 · 7 mos
State Registrations42 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.