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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shelby? Claim Your ProfileShelby Buccellato is a financial advisor with Morgan Stanley. Shelby has been a financial advisor for over 20 years and holds a Series 7, Series 63, Series 55, and Series 65 license. Shelby is registered to provide advisory services in 35 states and the District of Columbia. Shelby has experience working with individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
03/18/2020 - Present
Morgan Stanley (Orinda CA)
CA
05/17/2013 - 06/21/2013
ALAMO CAPITAL (WALNUT CREEK CA)
CA
03/23/2011 - 02/05/2013
CANACCORD GENUITY INC. (SAN FRANCISCO CA)
CA
07/30/2007 - 10/13/2010
LAZARD CAPITAL MARKETS LLC (SAN FRANCISCO CA)
CA
02/11/2002 - 07/23/2007
FIRST ALBANY CAPITAL INC. (SAN FRANCISCO CA)
CA
01/19/2000 - 11/15/2001
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
IA
Issued 06/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2011
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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