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Jamie Shapiro

23 Years of Experience
Bradenton, FL
Broker

Jamie Shapiro is a registered investment advisor at Morgan Stanley, based in Bradenton, FL, 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

1401 Manatee Avenue West, Suite 1110, Bradenton, FL, 34205

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History

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.

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Other Business Activities

Jamie is a co-owner of JMS of Sarasota, LLC, doing business as Animal Crackers Pets.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 2002 - April 2007 · 4 yrs 7 mos
Morgan Stanley Dw INC.Broker
August 2002 - April 2007 · 4 yrs 8 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSMTNCNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Jamie Shapiro - Financial Advisor | TrueAdvisor