Michael Shipman is a registered investment advisor at Graystreet Partners, based in San Antonio, TX, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 59 clients with $160M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$159.0M
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Location
4515 San Pedro Ave, San Antonio, TX, 78212-1410
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Graystreet Partners
May 2025 - Present · 1 yr
Previous Registrations
Frost Investment Services
January 2022 - January 2024 · 2 yrs
Frost Brokerage Services, INC.Broker
February 2020 - January 2024 · 3 yrs 11 mos
Frost Investment Services
February 2020 - December 2021 · 1 yr 10 mos
Eagle Strategies LLC
April 2006 - September 2018 · 12 yrs 5 mos
Nylife Securities LLCBroker
March 2006 - September 2018 · 12 yrs 6 mos
First Command Financial Planning, INC.
September 2005 - March 2006 · 6 mos
First Command Bank
January 2005 - September 2005 · 8 mos
First Command Financial Planning, INC.Broker
October 2003 - March 2006 · 2 yrs 5 mos
State Registrations1 state
TX
Advisor
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.