SM
SM

Shawn Mcgill

8 Years of Experience
Sarasota, FL
Broker

Shawn Mcgill is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 8 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

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

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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

Shawn is a board member of The Boston College Alumni Association Sarasota Chapter since 2018, dedicating minimal time outside of business hours to administrative tasks. This activity is recreational and not investment-related.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
August 2021 - Present · 4 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2018 - August 2021 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2018 - August 2021 · 3 yrs 7 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.