SR
SR

Shaun Ratay

12 Years of Experience
Geneva, IL
Broker

Shaun Ratay is a registered investment advisor at Morgan Stanley, based in Geneva, IL, with 12 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
Loading...

Location

One River Centre, 10 West. State Street Suite 204, Geneva, IL, 60134

Get directions

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.

Learn about disclosures →
Other Business Activities

Shaun is an employee of District 304 Geneva Illinois School District, working in education since August 2019. He dedicates minimal time outside of business hours to coaching football.

Employment History
Current Registrations
Morgan Stanley
December 2013 - Present · 12 yrs 5 mos
Morgan StanleyBroker
August 2013 - Present · 12 yrs 9 mos
State Registrations31 states
ALAZCACOCTFLGAIAILINKYMAMDMIMONCNJNMNVNYOHORPARISCSDTNTXVAWAWI
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.
Shaun Ratay - Financial Advisor | TrueAdvisor