GW
GW

Gregory Wesley-Shanks

16 Years of Experience
Raleigh, NC
Broker

Gregory Wesley-Shanks is a registered investment advisor at Morgan Stanley, based in Raleigh, NC, with 16 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

3800 Glenwood Avenue, Suite 500, Raleigh, NC, 27612

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Gregory is the treasurer for Building Legacies Through Literacy, managing the board's financial responsibilities and partnering with a CPA. He receives no compensation for this role, and the business is a client of his firm.

Employment History
Current Registrations
Morgan StanleyBroker
September 2025 - Present · 8 mos
Morgan Stanley
September 2025 - Present · 8 mos
Previous Registrations
First Citizens Investor Services, INC.
August 2022 - September 2025 · 3 yrs 1 mo
First Citizens Investor Services, INC.Broker
August 2022 - September 2025 · 3 yrs 1 mo
Tiaa-Cref Individual & Institutional Services, LLCBroker
November 2017 - June 2022 · 4 yrs 7 mos
Advice and Planning Services
November 2017 - June 2022 · 4 yrs 7 mos
Strategic Advisers, INC.
February 2013 - September 2017 · 4 yrs 7 mos
Fidelity Brokerage Services LLCBroker
December 2008 - September 2017 · 8 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.