Shane Richardson
Shane Richardson is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, with 21 years of industry experience. Shane is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
680 West 10000 South, South Jordan, UT, 84095
Get directionsHistory
Regulatory History (7)
Financial
August 2021Financial
August 2021Financial
August 2021Financial
June 2021Financial
December 2020Financial
June 2020Financial
June 2020Other Business Activities
Shane works for FitFreaks Corp, a health and wellness company providing personal training services, since May 2025. He dedicates about 10-20% of his time to this role after business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations53 states
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
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