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Shawn W Alvarado

Advisor at Morgan Stanley — Melville, NY

Updated today

Credentials

Series 63, Series 66

Experience

20 years

Location

Melville, NY 11747

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Shawn Alvarado is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley since 2020 and previously held a role at Citigroup from 2016 to 2020. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

See office

Melville, NY

58 South Service Road, Suite 400

Melville NY 11747

Advisors at this office

114

Most active in

New York

Work history

20 years of industry experience

Morgan Stanley

2020 - Present • 6 years

Melville, NY

CitiGroup

2016 - 2020 • 4 years

New York, NY

Merrill

2010 - 2016 • 6 years

NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Albin S

Series 65

Williston Park, NY

Drawingboard Wealth Advisors

Albin Scaria is a financial advisor at DrawingBoard Wealth Advisors with a Series 65 credential and two years of industry experience. He has worked at multiple firms, including Bluelofts, Inc, Bentley Associates LP, and Ballentine Partners LLC. Outside of his advisory role, he is the founder and managing member of DrawingBoard Capital, a strategic advisory firm and holding company. DrawingBoard Wealth Advisors is an independent registered investment adviser focused on portfolio management and financial planning for institutional investors, family offices, accredited investors, high-net-worth individuals, and other investment advisers. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and technical analysis, with an emphasis on long-term investing and allocations to alternative and private-market strategies.

Private / alternative investments Real estate investing Founder/Business Owner
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Kadri A

Series 65

Farmingdale, NY

Financial Gym Advisors

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments
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Tina H

Series 65

Farmingdale, NY

Financial Gym Advisors

Tina Hang is a Series 65 licensed financial advisor with Connective Wealth Partners, LLC, bringing two years of industry experience. Her prior roles include positions at FG Advisory Services, LLC, MBO Professional Services Inc, The Financial Gym, and PwC. Outside her advisory work, she consults on tax return reviews through MBO Professional Services Inc. Connective Wealth Partners is an SEC-registered advisory that provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamental analysis-driven investment process with a long-term orientation and constructs portfolios from a diverse range of asset classes while managing client risk and objectives through discretionary management and oversight of third-party managers.

Private / alternative investments

Jason H

CFP®, Series 7, Series 66

Hauppauge, NY

Oppenheimer

Jason Huang is a Financial Advisor at Oppenheimer & Co. Inc., where he helps individuals and families achieve financial security through personalized guidance in insurance, investment strategies, and retirement planning. Prior to his current role, Jason served as a Financial Representative at Northwestern Mutual and a Senior Associate at Premier Financial Alliance. His early career includes technical positions at Henry Schein and Verizon, reflecting a diverse professional background. Jason is a CERTIFIED FINANCIAL PLANNER® professional since 2024. He has also obtained the Chartered Financial Consultant® (ChFC®) designation in 2024, and the Wealth Management Certified Professional® (WMCP®) designation in 2022, both through The American College of Financial Services. Additionally, he holds Series 7 and 66 FINRA licenses. Jason earned his B.A. in International Relations, Global Political Economy from the State University of New York at Geneseo. Committed to community service, Jason is an Eagle Scout Award recipient and is still active in his local Scouting Council. He has been recognized with the President’s Volunteer Service Award and a Certificate of Special Congressional Recognition for over 400+ hours of service. In his personal life, Jason enjoys hiking and camping in nature during the spring and alpine sports in winter. He is passionate about environmental issues. Jason currently resides with his wife and son in Stony Brook, NY.

Passive / index investing Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses General tax planning Executive Founder/Business Owner Doctor or Medical Professional Technology Professional Retired Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995) Established Professionals Approaching retirement Career Changers
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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
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Andre M

CFP®, Series 63

Baldwin, NY

Delphin Investments

Andre Mcdonnaugh is a CFP® with 38 years of industry experience. He is currently with Delphin Investments and has previously operated McDonnaugh Securities LLC and AI McDonnaugh & Co. Inc. In addition to his advisory work, he owns a tax preparation service and an insurance sales business. Delphin Investments serves institutional and sophisticated individual investors through private funds and separate-account OCIO engagements. The firm employs a proprietary asset-allocation model and diversified investment strategies across global tactical allocation, U.S. small-cap equities, and regional private-market opportunities, and it also offers investment technology platforms and curated private-market deal flow.

Active portfolio management Private / alternative investments Factor investing / smart beta Founder/Business Owner Executive Immigrants
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