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Shannon Delorme

6 Years of Experience
Rochester, NY
Broker

Shannon Delorme is a registered investment advisor at Morgan Stanley, based in Rochester, NY, 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

300 Linden Oaks, Suite 200, Rochester, NY, 14625

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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.

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Other Business Activities

Shannon is a sole proprietor/owner and partner in an art/culture, musician, and musical instrument sales business since 2009. This takes about a quarter of Shannon's time after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2020 - Present · 6 yrs 6 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 9 mos
State Registrations38 states
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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.
Shannon Delorme - Financial Advisor | TrueAdvisor