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Nathan P Sheldon

Morgan Stanley Distribution, Inc.

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About Nathan P Sheldon

Nathan Sheldon is a financial professional with over 16 years of experience in the financial services industry. Nathan is currently registered with Morgan Stanley Distribution, Inc. and holds the Series 3, 7, 55, 57TO, and SIE licenses. Nathan has held previous roles with MORGAN STANLEY and MORGAN STANLEY & CO. LLC. Nathan's experience spans multiple areas of the financial services industry and is committed to providing clients with personalized advice.

Firm Information

Nathan Sheldon is currently registered with Morgan Stanley Distribution, Inc.. Morgan Stanley Distribution, Inc. is a Corporation formed in February 1992. The firm is registered with the SEC and in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

78

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Nathan Sheldon’s Registration & Firm History

NY

10/03/2019 - Present

Morgan Stanley Distribution, Inc. (New York NY)

NY

05/21/2012 - 10/03/2019

MORGAN STANLEY (New York NY)

NY

08/21/2006 - 05/24/2012

MORGAN STANLEY & CO. LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/09/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2010

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/02/2007

Series 3 - National Commodity Futures Examination

BC

Issued 08/19/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan P Sheldon.
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