Shara Motola is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 18 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
1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648
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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 Stanley
February 2024 - Present · 2 yrs 3 mos
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2018 - January 2024 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - January 2024 · 5 yrs 1 mo
Wells Fargo Clearing Services, LLC
November 2015 - December 2018 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
November 2015 - December 2018 · 3 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - October 2014 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - October 2014 · 1 yr 8 mos
Mizuho Securities USA INC.Broker
March 2011 - January 2012 · 10 mos
Barclays Capital INC.Broker
August 2005 - February 2011 · 5 yrs 6 mos
State Registrations23 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.