Eagle, ID E Eagles Gate Dr. Office
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Morgan Stanley
Institution
Firm-wide stats for Morgan Stanley
About
Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer that delivers a wide array of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. In the financial planning brochure MSWM reports managing approximately $2.74 trillion in client assets and offers plans both directly to individuals and under Corporate Financial Planning agreements with employers.
MSWM’s financial planning process is centered on a structured discovery conversation and firm‑approved planning tools; the brochure notes plans may use the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model outcomes, and the service does not provide individual security recommendations as part of the standalone planning program. The brochure also emphasizes that clients are responsible for implementing and updating plans, and that MSWM generally acts in an advisory capacity for planning but will not be an ERISA fiduciary for retirement accounts unless separately engaged in writing.
Alongside the common large‑firm features described in the brochure (wrap programs, affiliated broker‑dealer, broad retail and institutional offerings), MSWM’s broader ADV disclosures point to several less common activities for firms of this type, including relationships with investment companies and private funds, an affiliated commodity pool operator (Ceres Managed Futures LLC), and principal trading and structured‑product activities through its parent. The brochure also discloses multiple regulatory settlement matters and indicates that certain other advisory arrangements described in the firm’s broader ADV filings may include performance‑based fees and additional financial product sales.
Based on Morgan Stanley
Location
79 E Eagles Gate Dr.
Eagle ID 83616
Advisors at this office
4
Advisors at this office
Duane R
Series 66
Eagle, ID
Morgan Stanley
Duane Richter is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs. The firm utilizes structured planning tools and advisory services alongside a broad range of investment offerings.
Ryan S
Series 63, Series 65
Eagle, ID
Morgan Stanley
Ryan Stratton is a financial advisor at Morgan Stanley with one year of industry experience. He previously operated Stratton & Associates PLLC for 20 years. Outside of his advisory work, Stratton serves as a swim team coach at Bishop Kelly High School and provides advisory consulting for Sprung Instant Structures LTD. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, employing structured financial planning tools and serving clients through both direct engagements and employer-sponsored plans.
Shanna W
Series 66
Eagle, ID
Morgan Stanley
Shanna Webb is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored strategies.
Tamra S
Series 66
Eagle, ID
Morgan Stanley
Tamra Skerjanec is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets for 10 years before joining Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured processes and a variety of advisory programs.
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