Sheldon G Janz

CRD 2944993

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Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2014-03-26

MD RA
APPROVED

Since 2014-03-26

Branch Locations

2000 Westchester Avenue, Purchase, NY 10577-2530 • USA

Charlotte, NC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Charlotte	NC	03/2014	Present
Morgan Stanley Services Group Inc.	Charlotte	NC	03/2017	Present

03/2014 → Present

Morgan Stanley

Charlotte, NC
03/2017 → Present

Morgan Stanley Services Group Inc.

Charlotte, NC

Previous Registrations

2011-04-27 → 2014-03-24

Wells Fargo Clearing Services, Llc

Hunt Valley, MD

Other Businesses

VIDEO PRODUCTION, NOT INV RELATED, ROSEDALE, MD, START: 9/2013, 25 HOURS PER MONTH/0 DURING TRADING, DUTIES: PRODUCE VIDEOS FOR CHURCH/SCHOOL.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2011-04-26
S63	Uniform Securities Agent State Law Examination	2007-04-09

S66 Uniform Combined State Law Examination

2011-04-26
S63 Uniform Securities Agent State Law Examination

2007-04-09

Other Names

Sheldon G Janz
Sheldon Grant Janz
Sheldon Janz

View on SEC IAPD

More in Purchase, NY

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