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Shane Stewart

10 Years of Experience
Pittsburgh, PA
Broker

Shane Stewart is a registered investment advisor at Morgan Stanley, based in Pittsburgh, PA, 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
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Location

One PPG Place, Suite1300, Pittsburgh, PA, 15222

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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

Shane is a successor trustee for a trust since 2021. He also participates in the CREP Program related to agriculture, dedicating minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
August 2015 - Present · 10 yrs 9 mos
State Registrations44 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.