Shaun Anthony Khwalsingh

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

• 07/2013 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 05/2011 → 12/2017
  Lk Elite Cleaning Services, Llc
  Linden, NJ
• 02/2020 → 02/2024
  E*Trade Securities Llc
  Morristown, NJ
• 02/2020 → 11/2023
  E*Trade Capital Management Llc
  Morristown, NJ
• 01/2023 → 09/2023
  Morgan Stanley
  West Conshohocken, PA
• 09/2023 → 12/2023
  Morgan Stanley
  West Conshohocken, PA
• 09/2023 → Present
  Morgan Stanley
  Jersey City, NJ
• 04/2018 → 02/2020
  E*Trade Capital Management Llc
  Morristown, NJ
• 04/2018 → 02/2020
  E*Trade Securities Llc
  Morristown, NJ

Previous Registrations

• 2018-07-12 → 2023-09-05
  Harrisdirect Llc
  Morristown, NJ
  Arlington, VA
  Morristown, NJ
• 2015-08-27 → 2018-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Other Businesses

1)Name of the business - Wrapify 2)Is the business investment-related - No 3)Address of the other business - Solana Beach, CA 92075 4)Nature of the other business - Having personal vehicle wrapped with an advertisement. 5)Position, title, or relationship with the other business - 1099 Contractor. 6)Start date of your relationship - 04/12/2019 7)Approximate number of hours/month you devote to the other business - 0 8)Number of hours you devote to the other business during securities trading hours - 0 9)Duties relating to other Business - There are no specific duties besides normal driving. No special accommodations are made, and I will not be going out of my way. Earnings are based on the driving I would normally do. 1. Uber Eats 2. Investment Related: No 3. New York 10001 4. Food Delivery 5. Independent Contractor 6. 10/14/2019 7. Hours devoted to business: 15 8. Hours devoted during Securities business: 0 9. Delivering food for various restaurants. Orders are placed through the application, and a driver is selected to deliver. *602951 - Favorites at Woodbridge; Investment related: No; Fords, New Jersey; Restaurant/Bar/Nightclub; Employee(proprietor, partner, officer, director, employee, trustee, agent); 7/2024; During business hours: 0; After business hours: 50; Customer Service *612077 - Fanatics Racing Stable LLC; Investment related: Yes; Woodbridge, New Jersey; Owning Horses; Partner (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 1; Providing money to purchase horses.

Exams

• S66 Uniform Combined State Law Examination
  2018-06-26
• S63 Uniform Securities Agent State Law Examination
  2013-10-31

Other Names

• Shaun Anthony Khwalsingh
• Shaun A Khwalsingh
• Shaun Khwalsingh