MS
MS

Maureen Shuler

20 Years of Experience
Potomac, MD
Broker

Maureen Shuler is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 20 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

12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854

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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

Maureen's husband owns a condo that is being rented out, and she is not involved in the rental process. She is also a board member of Kenwood Citizens Association and a sole proprietor/owner of Mo7318Strain LLC, a real estate company.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
March 2006 - June 2009 · 3 yrs 3 mos
Citigroup Global Markets INC.Broker
October 2005 - June 2009 · 3 yrs 8 mos
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Maureen Shuler - Financial Advisor | TrueAdvisor