Shane Anthony Brisbin

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

• 06/2009 → Present
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2002-09-13 → 2009-06-01
  Citigroup Global Markets Inc.
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) JKN Enterprises, LLC; Investment related; Kentfield, CA; Real Estate-family LLC that owns rental properties; Employee; Start date: 01/2011; During business hours: 0; After business hours: 2 2) *543264 - The Pacific-Union Club; Investment related: Yes; San Francisco, California; Social & Recreational; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023; During business hours: 0; After business hours: 2; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-09-18
• S63 Uniform Securities Agent State Law Examination
  1994-10-07