Nancy H Sheftic
Investment adviser representative at Morgan Stanley
19 yearsExperience
3 statesRegistered in
$2TFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
19 years in the industry.
- Morgan Stanley Private Bank, N.AJul 2019 to now
- Morgan StanleyJun 2019 to now
- WellcareOct 2018 to Jun 2019
- UBS Financial Services Inc.Dec 2017 to Oct 2018
- Bank of America, N.A.Oct 2015 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2007 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4708600
- Firm CRD
- 149777