Aidan Franklin Shaw

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

• 07/2024 → 10/2024
  Florida Financial Advisors
  Tampa, FL
• 10/2019 → 05/2024
  Full-Time Education
  St. Bonaventure, NY
• 05/2019 → 09/2019
  Waterford Advisors
  Orchard Park, NY
• 06/2014 → 05/2019
  Full-Time Education
  Orchard Park, NY
• 02/2025 → Present
  Morgan Stanley
  Tampa, FL
• 11/2024 → 01/2025
  Instacart
  Tampa, FL

Previous Registrations

• 2024-08-02 → 2024-10-18
  Florida Financial Advisors, Llc
  Tampa, FL

Other Businesses

*687823- Solander Software; Investment related: Yes; Tampa, Florida; Technology:Investment/Finance/Banking; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 20; Administrative

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-06
• S65 Uniform Investment Adviser Law Examination
  2024-07-05

Other Names

• Shaw
• Aidan Shaw
• Aidan F Shaw