Shaylan Patel
Investment adviser representative at Morgan Stanley
10 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Shaylan Patel? Claim your profile
Contact this firm
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 StanleyMar 2025 to now
- UnemployedFeb 2025 to Mar 2025
- Pricewaterhouse CooperJan 2024 to Feb 2025
- UnemployedApr 2023 to Jan 2025
- The Family ClotheslineSep 2022 to Apr 2024
- Full Time StudentJul 2021 to Sep 2022
- Fuse Frozen CoMay 2021 to Jul 2021
- StudentAug 2018 to May 2021
- Myles Kilby & AssociatesFeb 2018 to May 2018
- Davey's Discount StopMay 2016 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8039971
- Firm CRD
- 149777