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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tiffany? Claim Your ProfileTiffany Ann Shea is a registered investment advisor with Morgan Stanley. Tiffany has been in the industry for 19 years. Tiffany's firm has approximately $10 billion to $50 billion in assets under management and manages the accounts of approximately 335,385 clients. Tiffany's firm provides advisory services such as financial planning, pension consulting, and educational seminars, as well as portfolio management for businesses, individuals, and investment companies. Prior to joining Morgan Stanley, Tiffany was registered with TD Private Client Wealth LLC and MBSC Securities Corporation.
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
NY
10/19/2021 - Present
Morgan Stanley (New York NY)
NY
01/13/2016 - 02/10/2021
TD PRIVATE CLIENT WEALTH LLC (NEW YORK NY)
NY
10/23/2008 - 12/18/2015
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
06/05/2001 - 09/25/2007
BNY INVESTMENT CENTER INC. (NEW YORK NY)
IA
Issued 03/18/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2001
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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