Shruti A Sheth

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

• 10/2014 → 09/2017
  J.P. Morgan Securities Llc
  Houston, TX
• 10/2014 → 04/2022
  Jpmorgan Chase Bank, N.A.
  Houston, TX
• 04/2019 → 04/2022
  J.P. Morgan Securities Llc.
  Houston, TX
• 04/2022 → Present
  Morgan Stanley
  Sugar Land, TX

Exams

• S66 Uniform Combined State Law Examination
  2022-10-14
• S63 Uniform Securities Agent State Law Examination
  2014-12-12

Other Names

• Shruti A Shah
• Shruti Shah
• Shruti Ashwinbhai Shah