Tina Marie Turi-Shelley

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

• 04/2014 → Present
  Morgan Stanley
  Fort Myers, FL

Previous Registrations

• 2010-11-17 → 2014-04-28
  Wells Fargo Clearing Services, Llc
  St. Louis, MO
  Fort Myers, FL
  Short Hills, NJ

Other Businesses

2. *407798 - Trust; Investment related -Yes; Fort Myers, Florida; Successor Trustee; 05/2015; During business hours: 0; After business hours: 0; 3. *408071 - Trust; Investment related -Yes; Fort Myers, Florida; Successor Trustee; 05/2015; During business hours: 0; After business hours: 0; *664845- Phi Mu Fraternity - Theta Nu Chapter at Florida Gulf Coast University; Investment related: No; Fort Myers, Florida; Fraternal Organization -=- national sorority chapter at local college; Advisory Board, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 5; Business Development/Growth, Administrative

Exams

• S66 Uniform Combined State Law Examination
  2010-10-18
• S63 Uniform Securities Agent State Law Examination
  2000-02-07

Other Names

• Tina Marie Turi
• Tina Marie Turishelley
• Tina Marie Turi-Shelley
• Tina Marie Turi Shelley