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Monica Shisler Tew

Morgan Stanley

Chapel Hill, NC

CRD 1450688

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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 2020-04-23
VI RA APPROVED 2013-09-06
HI RA APPROVED 2013-09-05
NC RA APPROVED 2012-05-08
  • TX RA
    APPROVED_RES
    Since 2020-04-23
  • VI RA
    APPROVED
    Since 2013-09-06
  • HI RA
    APPROVED
    Since 2013-09-05
  • NC RA
    APPROVED
    Since 2012-05-08

Branch Locations

6340 Quadrangle Drive Suite 300, Chapel Hill, NC 27517 • 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 Smith Barney Durham NC 05/2012 Present
  • 05/2012 → Present
    Morgan Stanley Smith Barney
    Durham, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-02
  • S66 Uniform Combined State Law Examination
    2007-08-02
Other Names
  • Monica Lynn Shisler (Maiden)
  • Monica Lynn Shisler

View on SEC IAPD

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