Shana Starks is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 15 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
5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 11 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
February 2015 - August 2017 · 2 yrs 6 mos
UBS Financial Services INC.Broker
February 2015 - August 2017 · 2 yrs 6 mos
Strategic Advisers, INC.
April 2013 - January 2015 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
October 2011 - January 2015 · 3 yrs 3 mos
Vanguard Marketing CorporationBroker
June 2010 - July 2011 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.