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Shairah Ellissa Willis

Morgan Stanley

San Francisco, CA

CRD 6938798

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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
TX RA APPROVED_RES 2025-11-17
CA RA APPROVED 2024-11-01
NY RA APPROVED 2022-08-03
GA RA APPROVED 2021-02-11
  • TX RA
    APPROVED_RES
    Since 2025-11-17
  • CA RA
    APPROVED
    Since 2024-11-01
  • NY RA
    APPROVED
    Since 2022-08-03
  • GA RA
    APPROVED
    Since 2021-02-11

Branch Locations

101 California Street 23Rd Floor, San Francisco, CA 94111 • 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 San Francisco CA 07/2020 Present
Kennesaw State University Kennesaw GA 08/2013 05/2020
N/A Kennesaw GA 05/2020 07/2020
Morgan Stanley Private Bank, N.A New York NY 10/2024 Present
  • 07/2020 → Present
    Morgan Stanley
    San Francisco, CA
  • 08/2013 → 05/2020
    Kennesaw State University
    Kennesaw, GA
  • 05/2020 → 07/2020
    N/A
    Kennesaw, GA
  • 10/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-10
  • S66 Uniform Combined State Law Examination
    2021-02-10

View on SEC IAPD

Nearby Firms

FORT POINT CAPITAL PARTNERS LLC
DIVISAR CAPITAL MANAGEMENT, LLC
CHARLES SCHWAB & CO., INC.

Nearby Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS

Nearby Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA

More in San Francisco, CA

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