Shaun
Fulton

Morgan Stanley

CRD#5855674
Investment Advisor
in Washington, DC

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About this Advisor

Shaun Fulton is a financial advisor working out of Washington, District Of Columbia, who has 6 years of relevant experience. Fulton works at Morgan Stanley. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Morgan Stanley and Morgan Stanley Private Bank, National Association. Fulton holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in District Of Columbia, New Jersey and Texas. Morgan Stanley is an advisory company that has its headquarters in Purchase, NY. It has offices in 930 locations and a total of 28,000 employees. It oversees $1 trillion in assets under management across its 2,233,188 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth clients who have greater than $1 million in investable assets. Morgan Stanley performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically are based on which service is provided. However, fee types charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

1747 Pennsylvania Avenue Nw
Washington, DC 20006

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

DC Average: $7,464,549,021
Total Number of Employees

28,000

DC Average: 88
Total Number of Accounts

2,233,188

DC Average: 3,892
Average Account Size

$530,659

DC Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Shaun Fulton Work History

Shaun has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Morgan Stanley

2017 - Present (7 years)

Morgan Stanley Private Bank, National Association

2011 - 2017 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2017 (6 years)

Bank Of America, N.A

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Shaun Fulton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Daniel Evans
New York, NY
Beth Prospero
Jersey City, NJ
Russell Huebschle
Oakland, CA
Seth Hart
New York, NY
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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