Shawn Paul Greseth

Current Employers

Employment History

• 03/1995 → 02/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Edina, MN
• 12/2009 → 02/2018
  Bank Of America, N.A.
  Bloomington, MN
• 02/2018 → 03/2024
  Wells Fargo Advisors Financial Network, Llc
  Plymouth, MN
• 03/2024 → Present
  Morgan Stanley Smith Barney Llc
  Wayzata, MN
• 05/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-02-21 → 2024-04-01
  Wells Fargo Advisors Financial Network, Llc
  Plymouth, MN
• 2000-01-04 → 2018-02-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bloomington, MN

Other Businesses

(1) *589614 - Legacy Farms LLC; Investment related-Yes; Dawson, Minnesota; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2013; During business hours: 0; After business hours: 5; Administrative (2) *589618- Rental Property; Investment related: Yes; Waconia, Minnesota; Rental Property; owner (proprietor, partner, officer, director, employee, trustee, agent); 01/1998; During business hours: 0; After business hours: 1; Administrative (3) 53 FINANCIAL LLC / INVESTMET RELATED / PLYMOUTH, MN / PERSONAL LLC / 100% OWNERSHIP / 0 HOURS DEVOTED PER MONTH / 0 DURING TRADING HOURS / FINET PRACTICE. (5) HERITAGE FARMS, LLC / NON-INVESTMENT RELATED / DAWSON, MN / FAMILY FARM / 20% OWNERSHIP / 1 HOUR DEVOTED PER MONTH / 0 DURING TRADING HOURS / FAMILY FARM. *589623 - Greseth Heritge Farms LLC; Investment Related: Yes; Dawson, Minnesota; Agriculture; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2022; During Business Hours: 0; After Business Hours: 1; Administrative

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-16
• S63 Uniform Securities Agent State Law Examination
  1995-06-09

Other Names

• Shawn P Greseth