Ethan Shook

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

• 05/2017 → 04/2020
  Mcdonalds
  Keller, TX
• 04/2020 → 05/2021
  Mcdonalds
  Keller, TX
• 05/2021 → 06/2022
  Sweetie Pies Ribeye's
  North Richland Hills, TX
• 05/2020 → 10/2020
  Lucky Spur Ranch
  Justin, TX
• 06/2022 → 08/2022
  Lupe's Tortilla Factory
  Fort Worth, TX
• 04/2022 → 08/2022
  Uber Technologies
  Fort Worth, TX
• 08/2022 → 12/2022
  Fedex Express
  Fort Worth, TX
• 01/2023 → 05/2023
  Benchmark
  Westlake, TX
• 04/2013 → 05/2020
  Education
  Fort Worth, TX
• 05/2023 → 07/2025
  Fidelity Investment
  West Lake, TX
• 06/2020 → 12/2021
  Tarrant County College
  Fort Worth, TX
• 08/2022 → 05/2023
  University Of North Texas
  Denton, TX
• 12/2020 → 04/2021
  Amazon
  Fort Worth, TX
• 01/2022 → 04/2022
  Salt Grass Steak House
  Lubbock, TX
• 03/2025 → 07/2025
  Fidelity Investments
  Boston, MA
• 08/2025 → Present
  Morgan Stanley
  Fort Worth, TX

Previous Registrations

• 2025-03-31 → 2025-08-06
  Strategic Advisers Llc
  Westlake, TX
  Fort Worth, TX
  Boston, MA
• 2024-11-12 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fort Worth, TX
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2024-11-07
• S63 Uniform Securities Agent State Law Examination
  2023-08-15

Other Names

• Ethan James Shook
• Ethan Shook