Shannon Marie Schatzman
Investment adviser representative at Morgan Stanley
10 yearsExperience
4 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
10 years in the industry.
- Morgan StanleyApr 2020 to now
- UnemployedJan 2020 to Mar 2020
- Toast Inc.Aug 2019 to Dec 2019
- Courtyard By Marriott, Marriott InternationalFeb 2019 to May 2019
- Boston University Alumni AssociationOct 2018 to Mar 2019
- Boston UniversitySep 2018 to May 2019
- W Hotels, Marriott InternationalJun 2018 to Aug 2018
- Boston UniversitySep 2017 to May 2018
- Bath and Tennis ClubJun 2017 to Aug 2017
- Boston UniversitySep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (CA, CT, NJ, NY).
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
- 7239479
- Firm CRD
- 149777