Nicholas Shute
Investment adviser representative at Morgan Stanley
12 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Nicholas Shute? 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
12 years in the industry.
- Morgan StanleyJun 2026 to now
- Hightower AdvisorsNov 2022 to Jun 2026
- JP Morgan ChaseNov 2021 to Nov 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2020 to Oct 2021
- Itrade PayJul 2020 to Aug 2020
- Frank Recruitment GroupDec 2019 to Feb 2020
- Morgan StanleyJun 2019 to Sep 2019
- UberJul 2018 to Nov 2022
- El Capitan Fresh Mexican GrillFeb 2017 to Jun 2018
- SomeburrosSep 2016 to Mar 2017
- Shea HomesJun 2015 to Aug 2018
- Northern Arizona UniversitySep 2014 to May 2019
- Coconino Community CollegeJan 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (ME, 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
- 6335162
- Firm CRD
- 149777