Michael
Mcshea

Morgan Stanley

CRD#7585983
Investment Advisor
in Reston, VA

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About this Advisor

Michael Mcshea is a financial advisor based in Reston, Virginia, working with Morgan Stanley. Michael has previously held positions at Morgan Stanley Smith Barney LLC, The Catholic University Of America, Merrill Lynch, The Catholic University Of America, FMC Corporation, Radnor Senior High School, Radnor Middle School, Paycom, Severna Park Elementary School, and Morgan Stanley Private Bank, N.A. Michael has passed the Series 66 regulatory exam and is registered to provide services in the District of Columbia, Texas, and Virginia. Currently, Michael is part of Morgan Stanley, which operates out of Reston, Virginia. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

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, Performance-based Fees, Others

Office Location

11951 Freedom Drive Suite 1200
Reston, VA 20190

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

VA Average: 88
Total Number of Accounts

2,405,783

VA Average: 3,892
Average Account Size

$582,939

VA 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

Michael Mcshea Work History

2022 - Present (3 years)

Morgan Stanley Smith Barney LLC

2022 - Present (3 years)

Morgan Stanley Private Bank, N.A

2022 - 2022 (< 1 year)

Paycom

2021 - 2022 (1 year)

The Catholic University Of America

2021 - 2021 (< 1 year)

Merrill Lynch

2020 - 2021 (1 year)

The Catholic University Of Ameirca

2020 - 2020 (< 1 year)

Fmc Corporation

2018 - 2020 (2 years)

The Catholic University Of America

2014 - 2018 (4 years)

Radnor Senior High School

2012 - 2014 (2 years)

Radnor Middle School

2011 - 2014 (3 years)

Severna Park Elementary School

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Disclosures

Please visit the SEC profile of Michael Mcshea 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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