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Shannon Harbrecht Mcguire

Morgan Stanley

Overton, NV

Overton, NV

South Jordan, UT

CRD 1360436

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2021-09-03
TX RA APPROVED_RES 2019-05-09
UT RA APPROVED 2012-06-08
  • NV RA
    APPROVED
    Since 2021-09-03
  • TX RA
    APPROVED_RES
    Since 2019-05-09
  • UT RA
    APPROVED
    Since 2012-06-08

Branch Locations

Overton, NV • United States

Overton, NV • United States

680 West 10000 South, South Jordan, UT 84095 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley South Jordan UT 04/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-06-07
S63 Uniform Securities Agent State Law Examination 1992-01-09
  • S65 Uniform Investment Adviser Law Examination
    2012-06-07
  • S63 Uniform Securities Agent State Law Examination
    1992-01-09
Other Names
  • Shannon Harbrecht Reynolds
  • Shannon Mcguire
  • Shannon Mcguire

View on SEC IAPD

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