Ethan Shook
Investment adviser representative at Morgan Stanley
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Morgan StanleyAug 2025 to now
- Fidelity InvestmentsMar 2025 to Jul 2025
- Fidelity InvestmentMay 2023 to Jul 2025
- BenchmarkJan 2023 to May 2023
- University of North TexasAug 2022 to May 2023
- Fedex ExpressAug 2022 to Dec 2022
- Lupe's Tortilla FactoryJun 2022 to Aug 2022
- Uber TechnologiesApr 2022 to Aug 2022
- Salt Grass Steak HouseJan 2022 to Apr 2022
- Sweetie Pies Ribeye'sMay 2021 to Jun 2022
- AmazonDec 2020 to Apr 2021
- Tarrant County CollegeJun 2020 to Dec 2021
- Lucky Spur RanchMay 2020 to Oct 2020
- McdonaldsMay 2017 to May 2021
- EducationApr 2013 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7751347
- Firm CRD
- 149777