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Shana Eagle

23 Years of Experience
Winston-Salem, NC
Broker

Shana Eagle is a registered investment advisor at Morgan Stanley, based in Winston-Salem, NC, with 23 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

100 North Main Street, Suite 2500, Winston-Salem, NC, 27101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Shana serves as a trustee for multiple personal trusts since 2016, dedicating minimal time outside of business hours. She is also a board member and on the finance committee for Senior Services, Inc. since 2018, spending minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2019 - Present · 7 yrs 3 mos
Morgan StanleyBroker
May 2019 - Present · 7 yrs 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
November 2012 - April 2019 · 6 yrs 5 mos
Wells Fargo Insurance Services Investment Advisors, INC.Broker
July 2002 - October 2012 · 10 yrs 3 mos
State Registrations41 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.