Shannon
Guelbert

Morgan Stanley

CRD#5190165
Investment Advisor
in Winston Salem, NC

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About this Advisor

Shannon Guelbert is a financial advisor working out of Winston Salem, North Carolina with a total of 10 years of relevant experience. Guelbert is on the advisory team at Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley and Morgan Stanley Private Bank, National Association. Guelbert maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in North Carolina and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 employees. It administers $1 trillion in assets across its 2,233,188 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 client accounts, just 1% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Morgan Stanley provides a number 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. A financial advisor's fee schedules typically depend on the services. Fees charged by Morgan Stanley likely include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

100 North Main Street Suite 2500
Winston Salem, NC 27101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

NC Average: 88
Total Number of Accounts

2,233,188

NC Average: 3,892
Average Account Size

$530,659

NC 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

Shannon Guelbert Work History

Shannon has been registered as a financial advisor for 10 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2013 - Present (11 years)

Morgan Stanley

*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 Shannon Guelbert to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Charles Doering
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Janelle Williams
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Calvin Mason
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Margret Birch
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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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