Adviser and broker representative · Morgan Stanley
Merilyn T. Shad
CRD 1048687 · Jacksonville, FL
At a glance
Merilyn T. Shad is an investment adviser representative with Morgan Stanley in Jacksonville, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Merilyn’s SEC record dates to 1994, about 32 years ago. Merilyn is also registered as a broker representative.
Current advisory firm
- Morgan StanleySince June 2009Jacksonville, FL · $1.96T in regulatory assets
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Merilyn’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.