Shane A Meldahl
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 StanleyNov 2025 to now
- UnemployedJun 2025 to Oct 2025
- Md Financial AdvisorsMay 2024 to Aug 2024
- School Age Child CareMay 2022 to Jan 2024
- Saint John's UniversityAug 2021 to May 2025
- Pizza HutJan 2021 to May 2021
- Jimmy John'sJun 2018 to Feb 2020
- Mayo High SchoolSep 2017 to Jun 2021
- Willow Creek Middle SchoolSep 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (MN, 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
- 8166916
- Firm CRD
- 149777