Shane Hefty is a CFP-designated registered investment advisor at Morgan Stanley, based in Davenport, IA, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Assets Under Management
Fee Structure
Location
4300 East 53rd Street, Suite 300, Davenport, IA, 52807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shane is a trustee for a rental property in Kansas City, Missouri, since January 2023. He spends minimal time on administrative tasks, check signing, fund disbursement, and property management outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 states
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