Shannon Elizabeth Mccarey
Investment adviser representative at Morgan Stanley
18 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Shannon Elizabeth Mccarey? Claim your profile
Contact this firm
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
18 years in the industry.
- Morgan StanleyMay 2017 to now
- Morgan Stanley Private Bank, National AssociationMay 2017 to now
- Federated Global Investment Management CorpJan 2011 to Apr 2017
- Mdt Advisers, A Division of Federated Mdta LLCJan 2011 to Apr 2017
- Federated Investment CounselingSep 2008 to Apr 2017
- Federated Investors IncMay 2008 to Apr 2017
- Federated Securities CorpMay 2008 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 5536847
- Firm CRD
- 149777