Max Shelton is a registered investment advisor at Morgan Stanley, based in Bellingham, WA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2200 Rimland Drive, Suite 105, Bellingham, WA, 98226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Max owns and operates rental properties in Blaine, Washington since 2018 and 2023. He spends minimal time on the first property and a few hours per week on property management for the second.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations24 states
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