Karma Shahin

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

• 08/2016 → 10/2017
  Hsbc Bank Usa, N.A.
  Beverly Hills, CA
• 10/2017 → 04/2020
  Hsbc Bank Usa, N.A.
  Beverly Hills, CA
• 10/2017 → 04/2020
  Hsbc Securities (Usa), Inc.
  Beverly Hills, CA
• 03/2020 → 04/2022
  Citigroup Global Markets Inc.
  West Hollywood, CA
• 03/2022 → 04/2023
  Signature Securities
  Beverly Hills, CA
• 04/2023 → 01/2026
  Flagstar Advisors / Flagstar Bank
  Beverly Hills, CA
• 01/2026 → Present
  Morgan Stanley Smith Barney Llc
  Beverly Hills, CA
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-03-28 → 2026-02-03
  Flagstar Securities, Inc
  New York, NY
  New York, NY
  Beverly Hills, CA
• 2020-04-03 → 2022-03-28
  Citigroup Global Markets Inc.
  Fort Mill, SC
  Newbury Park, CA
  West Hollywood, CA
• 2013-11-07 → 2020-04-10
  Hsbc Securities (Usa) Inc.
  Beverly Hills, CA
  Irvine, CA
  Beverly Hills, CA
  Woodland Hills, CA
• 2012-08-29 → 2013-10-30
  Waddell & Reed
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2012-08-27

Other Names

• Karma Shahin
• Karma Mohammad Shahin
• Karma Shahin Yasin