SG
SG

Shawn Gies

6 Years of Experience
Philadelphia, PA
Broker

Shawn Gies is a registered investment advisor at Morgan Stanley, based in Philadelphia, PA, with 6 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

1650 Market Street 42nd Floor, Philadelphia, PA, 19103

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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 streams video games and chats online with Twitch, dedicating about 10-20% of his time to this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2020 - Present · 6 yrs 2 mos
Morgan StanleyBroker
September 2019 - Present · 6 yrs 8 mos
State Registrations38 states
ALARAZCACOCTDCDEFLGAIAIDILINKYMAMDMEMINCNHNJNVNYOHORPAPRRISCSDTNTXVAVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.