Gregory Shawver, financial advisor Walnut Creek CA
89 score

Gregory Shawver

CRD Number: 6120968
Current Firm: Morgan Stanley

Gregory Shawver (CRD# 6120968) is an Investment Advisor Representative working at Morgan Stanley in Walnut Creek, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Walnut Creek, CA Sep 2012 - Current 4
Glass Lewis & Co San Francisco, CA Feb 2012 - Sep 2012 < 1
N/a - Unemployed San Jose, CA Jun 2011 - Feb 2012 < 1
Full-time Education Various, CA Sep 1990 - Jun 2011 20
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Gregory M. Shawver
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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