Shawn Moussavi is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, 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
555 California Street, 35th Floor, San Francisco, CA, 94104
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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
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - February 2024 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - February 2024 · 7 yrs 4 mos
Morgan StanleyBroker
March 2011 - October 2016 · 5 yrs 7 mos
Morgan Stanley
March 2011 - October 2016 · 5 yrs 7 mos
Wells Fargo Advisors, LLC
January 2011 - March 2011 · 2 mos
Wells Fargo Advisors, LLCBroker
January 2011 - March 2011 · 2 mos
Wells Fargo Investments, LLC
September 2006 - January 2011 · 4 yrs 4 mos
Wells Fargo Investments, LLCBroker
November 2005 - January 2011 · 5 yrs 2 mos
State Registrations20 states
AZCACOFLIAIDKSMAMOMTNCNVNYOHORSDTXUTVAWA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.