SG
SG

Shawn Gibbons

Blue Bell, PA
Broker

Shawn Gibbons is a registered investment advisor at Morgan Stanley, based in Blue Bell, PA. 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

1787 Sentry Parkway West, Building 18 Street 440, Blue Bell, PA, 19422

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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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Employment History
Current Registrations
Morgan Stanley
October 2025 - Present · 7 mos
Morgan StanleyBroker
October 2025 - Present · 7 mos
Previous Registrations
Equitable Advisors, LLC
July 2025 - August 2025 · 1 mo
Equitable Advisors, LLCBroker
July 2025 - August 2025 · 1 mo
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.