Sydney Shepard

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

• 08/2014 → 05/2020
  Full-Time Education
  Henderson, NV
• 08/2019 → 11/2019
  Lifetime Fitness
  Henderson, NV
• 06/2020 → 03/2024
  Unemployed
  Henderson, NV
• 01/2021 → 07/2021
  Keller Williams
  Henderson, NV
• 08/2021 → 12/2024
  Full-Time Education
  Tuscaloosa, AL
• 03/2023 → 11/2024
  Cross & Smith Llc
  Tuscaloosa, AL
• 03/2025 → 08/2025
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 03/2026 → Present
  Morgan Stanley
  Nashville, TN
• 09/2025 → 02/2026
  Unemployed
  Henderson, NV

Exams

• S66 Uniform Combined State Law Examination
  2026-04-03
• S63 Uniform Securities Agent State Law Examination
  2025-08-22