Shane O'NEill

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

• 05/2025 → Present
  Morgan Stanley
  Seattle, WA
• 08/2023 → 12/2024
  Column N.A.
  San Francisco, CA
• 06/2021 → 02/2023
  Stytch, Inc.
  San Francisco, CA
• 06/2017 → 05/2021
  Plaid, Inc.
  San Francisco, CA
• 10/2014 → 06/2017
  Square, Inc.
  San Francisco, CA
• 01/2025 → 05/2025
  Unemployed
  Seattle, WA
• 02/2023 → 08/2023
  Unemployed
  Seattle, WA
• 08/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

* 639411- 500 Hathaway LLC; Investment related-Yes; Fairplay, Colorado; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 02/2021; During business hours: 0; After business hours: 4; Administrative, Property Management. *657100- CitySide Lax; Investment related: No; Seattle, Washington; Sports Coaching; Coach (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 12; Coaching

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-07-11
• S65 Uniform Investment Adviser Law Examination
  2024-10-31