Shawn W Alvarado

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 08/2020
  Citigroup
  New York, NY
• 08/2020 → Present
  Morgan Stanley
  Melville, NY

Previous Registrations

• 2016-04-29 → 2020-09-11
  Citigroup Global Markets Inc.
  New York, NY
  Port Jefferson, NY
  Freeport, NY
  New York, NY
  Uniondale, NY
  Wantagh, NY
  Massapequa, NY
  Holbrook, NY
  Bay Shore, NY
  Massapequa Park, NY
  Greenwich, CT
• 2010-10-28 → 2016-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Great Neck, NY
  Garden City, NY
  Great Neck, NY
  New York, NY
  Great Neck, NY
  New York, NY
  Great Neck, NY
  New York, NY
  Great Neck, NY
  New York, NY
  New York, NY
  Great Neck, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2010-10-15
• S63 Uniform Securities Agent State Law Examination
  2003-04-03

Other Names

• Shawn William Alvarado
• Shawn Alvarado