Sydney Shepard
Investment adviser representative at Morgan Stanley
12 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
12 years in the industry.
- Morgan StanleyMar 2026 to now
- UnemployedSep 2025 to Feb 2026
- Charles Schwab & Co., Inc.Mar 2025 to Aug 2025
- Cross & Smith LLCMar 2023 to Nov 2024
- Full-time EducationAug 2021 to Dec 2024
- Keller WilliamsJan 2021 to Jul 2021
- UnemployedJun 2020 to Mar 2024
- Lifetime FitnessAug 2019 to Nov 2019
- Full-time EducationAug 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 8034783
- Firm CRD
- 149777