Shannon M Daine

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

• 11/2021 → Present
  Morgan Stanley Smith Barney Llc
  Greenwich, CT
• 06/2021 → 11/2021
  Newman & Associates - Ameriprise Financial Services, Llc
  Greenwich, CT
• 06/2018 → 08/2018
  Stamford Yacht Club
  Stamford, CT
• 06/2017 → 08/2017
  Newfield Swim & Tennis Club
  Stamford, CT
• 06/2019 → 06/2020
  Estia Taverna
  Radnor, PA
• 08/2017 → 05/2021
  Villanova University
  Villanova, PA
• 09/2018 → 05/2019
  Unemployed
  Riverside, CT
• 07/2020 → 05/2021
  Unemployed
  Riverside, CT
• 09/2017 → 05/2018
  Unemployed
  Riverside, CT
• 01/2012 → 05/2017
  Unemployed
  Riverside, CT

Exams

• S66 Uniform Combined State Law Examination
  2022-10-17

Other Names

• Shannon Daine