Stephanie L Sheipline

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

• 04/2017 → 03/2021
  Edward Jones
  St Louis, MO
• 02/2003 → 04/2017
  X-Ray Consultants Inc
  South Bend, IN
• 04/2021 → 07/2021
  Fidelity Investments
  Nashville, TN
• 01/2022 → Present
  Morgan Stanley
  Raleigh, NC
• 08/2021 → 11/2021
  Showmen Supplies
  La Porte, IN
• 03/2026 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2021-04-15 → 2021-08-02
  Fidelity Personal And Workplace Advisors
  South Bend, IN
• 2017-08-18 → 2021-03-22
  Edward Jones
  South Bend, IN
  St Louis, MO
  Michigan City, IN
  Michigan City, IN

Exams

• S66 Uniform Combined State Law Examination
  2017-06-08

Other Names

• Stephanie Lynn Sheipline