Vipul Shah is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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
233 South Wacker Drive, Suite 8600, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2023Denied
Other Business Activities
Vipul serves on the advisory board for The Metropolitan Club, a social and recreational club in Chicago, since 2021. He dedicates minimal time outside of business hours to idea generation to meet the club's goals.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
June 2009 - June 2009 · 0 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.