Shane C Lussier
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 StanleyJun 2023 to now
- Wofford CollegeAug 2022 to May 2023
- UnemployedJun 2022 to Aug 2022
- Wofford CollegeAug 2021 to May 2022
- UnemployedMay 2021 to Aug 2021
- Wofford CollegeAug 2020 to May 2021
- UnemployedMay 2020 to Aug 2020
- Wofford CollegeAug 2019 to May 2020
- UnemployedMay 2019 to Aug 2019
- Greater Atlanta Christian SchoolAug 2018 to May 2019
- UnemployedMay 2018 to Aug 2018
- Greater Atlanta Christian SchoolAug 2017 to May 2018
- UnemployedMay 2017 to Aug 2017
- Greater Atlanta Christian SchoolAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7717540
- Firm CRD
- 149777