SB
SB

Shanna Bearden

18 Years of Experience
Los Angeles, CA
Broker

Shanna Bearden is a registered investment advisor at Morgan Stanley, based in Los Angeles, CA, with 18 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

444 South Flower Street,34th Floor, Los Angeles, CA, 90071

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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

Shanna owns rental properties, one since 2005 and another since 2021. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
April 2013 - Present · 13 yrs 1 mo
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - February 2013 · 4 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2013 · 4 mos
Chase Investment Services CORP.
September 2011 - October 2012 · 1 yr 1 mo
Chase Investment Services CORP.Broker
July 2011 - October 2012 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2007 - January 2008 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - January 2008 · 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2006 - June 2007 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - June 2007 · 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2003 - June 2005 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2002 - June 2005 · 2 yrs 7 mos
State Registrations47 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.