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Shaun Khwalsingh

12 Years of Experience
Woodbridge, NJ
Broker

Shaun Khwalsingh is a registered investment advisor at Morgan Stanley, based in Woodbridge, NJ, 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
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Location

Woodbridge, NJ

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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

Shaun works as a 1099 contractor for Wrapify, having his personal vehicle wrapped with an advertisement, and as an independent contractor delivering food for Uber Eats about 10-20% of his time. He also works in customer service at Favorites at Woodbridge about a quarter of his time after business hours and is a partner in Fanatics Racing Stable LLC, dedicating minimal time after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2023 - Present · 2 yrs 8 mos
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
E*trade Capital Management, LLC
July 2018 - September 2023 · 5 yrs 2 mos
E*trade Securities LLCBroker
May 2018 - September 2023 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2015 - May 2018 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2013 - May 2018 · 4 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2013 - May 2013 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.
Shaun Khwalsingh - Financial Advisor | TrueAdvisor