Shauna Mckennis Simpson

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
TX	RA	APPROVED	2020-11-03
CT	RA	APPROVED	2020-09-28

TX RA
APPROVED

Since 2020-11-03
CT RA
APPROVED

Since 2020-09-28

Branch Locations

4 Landmark Square 2Nd Floor, Stamford, CT 06901 • 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	Stamford	CT	02/2019	Present
Private Family	Stamford	CT	09/2018	02/2019
Birth Bungalow Llc	Greenwich	CT	05/2017	09/2018
Private Family	Armonk	NY	09/2016	11/2017
New York Sports Clubs	White Plains	NY	06/2014	01/2017

02/2019 → Present

Morgan Stanley

Stamford, CT
09/2018 → 02/2019

Private Family

Stamford, CT
05/2017 → 09/2018

Birth Bungalow Llc

Greenwich, CT
09/2016 → 11/2017

Private Family

Armonk, NY
06/2014 → 01/2017

New York Sports Clubs

White Plains, NY

Other Businesses

*618786 - Right From The Start; Investment related: Yes; Riverside, Connecticut; Dog training; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 10; Labor/Service

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-09-28

S66 Uniform Combined State Law Examination

2020-09-28

Other Names

Shauna Simpson

View on SEC IAPD