Morgan Macbride Shaner

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

• 06/2016 → 07/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH
• 10/2016 → 07/2017
  Bank Of America, N.A.
  Cincinnati, OH
• 07/2017 → Present
  Morgan Stanley
  Chicago, ID
• 04/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2017-02-13 → 2017-08-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Cincinnati, OH

Other Businesses

*684280- Fora Travel; Investment related: No; New York, New York; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 03-2026; During business hours: 0; After business hours: 1; travel agency - provide booking services to family

Exams

• S66 Uniform Combined State Law Examination
  2017-02-10

Other Names

• Morgan M Shaner