Osaic Wealth
44yrs
Top advisor by experience in Montecito
4yrs
Ethan Shultz
Financial advisor at Morgan Stanley
Ethan Shultz has worked in the financial industry for 4 years and is a fiduciary financial advisor based in Montecito, California. After less than a year at Merrill, Ethan joined Morgan Stanley in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 30 advisors with offices in Montecito, and one of 28 fiduciaries.
At a glance
Experience4 years (since 2023)
How that compares ?4 years in the industry
Office1111 Coast Village Road, Montecito, CA 93108
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowMorgan StanleyCurrent firm
- Feb 2023 – May 2023MerrillPreviously
Contact Ethan
Local office(805) 565-4447Ask for Ethan. (914) 225-5510Main office · Purchase, NY 1111 Coast Village RoadMontecito, CA 93108Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Ethan
Tailored to Ethan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Ethan
How do I contact Ethan?
Call Ethan’s local office at (805) 565-4447 or the Morgan Stanley main office at (914) 225-5510, and ask for Ethan Shultz.
How long has Ethan been a financial advisor?
Ethan has been in the industry since 2023, about 4 years. 4 years in the industry.
What licenses does Ethan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ethan a fiduciary?
Ethan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ethan paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Ethan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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