SH
SH

Shane Hatfield

10 Years of Experience
Easton, MD
Broker

Shane Hatfield is a registered investment advisor at Morgan Stanley, based in Easton, MD, with 10 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

28601 Marlboro Avenue, Suite 201, Easton, MD, 21601

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

Shane rents out a room in his house to a friend, dedicating minimal time to this activity. He also serves in the United States Army Reserves, spending a few hours per week ensuring soldiers are prepared for monthly battle assemblies.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMONCNENHNJNMNVNYOHOKORPARISCTNTXUTVAVTWAWIWV
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.