Omer N Shakoor
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 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 StanleyOct 2023 to now
- UnemployedFeb 2023 to Oct 2023
- Bank of America, N.A.Dec 2021 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Feb 2023
- UnemployedJun 2021 to Jul 2021
- Associated Students Incorporated (csueb)Jun 2020 to Jun 2021
- Bank of America Merrill LynchJun 2020 to Aug 2020
- Nomers BizJul 2019 to Dec 2020
- Stanford Health CareJun 2019 to Aug 2019
- Associated Students Incorporated (csueb)May 2019 to May 2020
- Forever 21Sep 2017 to Nov 2017
- Panera BreadJul 2017 to Sep 2017
- California State University East BayJun 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7266032
- Firm CRD
- 149777