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Shane Richardson
20 Years of Experience
South Jordan, UT
7 DisclosuresBroker
Shane Richardson is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, 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
680 West 10000 South, South Jordan, UT, 84095
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Regulatory History (7)
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Financial
August 2021Final
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August 2021Final
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August 2021Final
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June 2021Final
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December 2020Final
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June 2020Final
Financial
June 2020Final
Other 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
November 2022 - Present · 3 yrs 10 mos
Morgan Stanley
November 2022 - Present · 3 yrs 10 mos
Morgan StanleyBroker
November 2022 - Present · 3 yrs 10 mos
Previous Registrations
Morgan StanleyBroker
November 2017 - July 2022 · 4 yrs 8 mos
Morgan Stanley
November 2017 - July 2022 · 4 yrs 8 mos
Wells Fargo Clearing Services, LLC
March 2015 - October 2017 · 2 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - October 2017 · 6 yrs 9 mos
Wells Fargo Investments, LLCBroker
March 2006 - January 2011 · 4 yrs 10 mos
Fidelity Brokerage Services LLCBroker
October 2004 - March 2006 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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.