Shanna
Lisherness Griffin

Morgan Stanley

CRD#4478422
Investment Advisor
in Seattle, WA

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About this Advisor

Shanna Lisherness Griffin is a financial advisor operating out of Seattle, Washington, who has been in the financial industry for 11 years. Lisherness Griffin currently works for Morgan Stanley. Lisherness Griffin has gained experience at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Lisherness Griffin has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas and Washington. Morgan Stanley is a business headquartered in Seattle, Washington. The investment advisory business has offices in 726 locations and a total of 25,600 advisors. It oversees $904 billion in assets among its 1,863,328 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 313 charitable organizations. Of its 1,863,328 customer accounts, just 1% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm has a wide set 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 charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Morgan Stanley most likely consist of any combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

Disclosures

No

Office Location

601 Union Street-Ste. 2900
Seattle, WA 98101

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Morgan Stanley Brokerage Details

Total Assets Under Management

$904,300,848,179

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

25,600

WA Average: 88
Total Number of Accounts

1,863,328

WA Average: 3,892
Average Account Size

$485,315

WA Average: $1,917,921

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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

Shanna Lisherness Griffin Work History

Shanna has 11 years of experience.

2015 - Present (6 years)

Morgan Stanley Private Bank, N.A

2009 - Present (12 years)

Morgan Stanley Smith Barney

Disclosures

Shanna Lisherness Griffin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Vikram Srinivasan
Baltimore, MD
Craig Gorden
Atlanta, GA
Brian Sanford
Newtown Square, PA
Derek Campbell
Newport Beach, CA
Rachel Jose
Cleveland, OH
Kayonnoh Cooper
Atlanta, GA
Colin Roesler
Newport Beach, CA
Scarlett Alfonzo
Miami, FL

This content was compiled from the SEC and FINRA.

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