Shannon L Losey
Investment adviser representative at Invesco Advisers, Inc.
16 yearsExperience
1 stateRegistered in
$749.5BFirm assets
37 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
16 years in the industry.
- Invesco Advisers, Inc.Feb 2023 to now
- InvescoJan 2023 to now
- Wells Fargo Clearing Services, LLCOct 2018 to Feb 2023
- Morgan Stanley Smith BarneyNov 2010 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (TX).
Invesco Advisers, Inc.
$749.5BAssets managed
82,498Clients
194Advisers
37 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
- 4960942
- Firm CRD
- 105360