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Shelley Toy

16 Years of Experience
Honolulu, HI
Broker

Shelley Toy is a registered investment advisor at Morgan Stanley, based in Honolulu, HI, 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

733 Bishop Street, Suite 2800, Honolulu, HI, 96813

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History

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.

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Other Business Activities

Shelley has power of attorney in Honolulu, Hawaii, since January 2026 and owns rental property since September 2023. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Sanford C. Bernstein & CO., LLCBroker
May 2009 - August 2016 · 7 yrs 3 mos
State Registrations19 states
AKAZCACOFLGAHIMAMDMIMONMNVNYORPATXVAWA
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.