Gregory Lamont Wesley-Shanks

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

• 10/2007 → 09/2017
  Fidelity Investment
  Cary, NC
• 10/2017 → 06/2022
  Tiaa
  Durham, NC
• 10/2017 → 06/2022
  Tiaa-Cref Individual & Institutional Services, Llc
  Durham, NC
• 09/2017 → 10/2017
  Captrust
  Raleigh, NC
• 07/2022 → 08/2025
  First Citizens Investor Services
  Raleigh, NC
• 09/2025 → Present
  Morgan Stanley
  Raleigh, NC
• 03/2025 → 08/2025
  First Citizens Investor Services
  Raleigh, NC

Previous Registrations

• 2022-08-03 → 2025-09-11
  First Citizens Investor Services, Inc.
  Raleigh, NC
  Raleigh, NC
• 2017-11-08 → 2022-06-01
  Tiaa-Cref Individual & Institutional Services, Llc
  Durham, NC
• 2013-02-26 → 2017-09-08
  Strategic Advisers Llc
  Cary, NC
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2013-02-25
• S63 Uniform Securities Agent State Law Examination
  2008-12-26

Other Names

• Gregory Lamont Wesley
• Gregory Wesley-Shanks
• Gregory Shanks