Shawn Sessions is a registered investment advisor at Morgan Stanley, based in Irvine, CA, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1901 Main Street, Suite 700, Irvine, CA, 92614
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shawn owns 100% of TBD, LLC and spends minimal time owning and renting property. He is also a sole proprietor/owner of real estate through Sterlingrock Capital (since Jan 2019) and rental property in Riverton, Utah (since Feb 2025), dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations18 states
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