Shane Brisbin

Top Wealth + Best-in-State + Barron's 100 · rank 4 · San Francisco, California · listed firm: Morgan Stanley Private Wealth Management

Identity & firm

• Firm — Morgan Stanley Private Wealth Management (high)
  • “"currentEmployments": [{"firmId": 149777, "firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory
  • “Welcome to Team 581 at Morgan Stanley Private Wealth Management in San Francisco.” — firm_official
• Parent company — Morgan Stanley (high)
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
• Firm type — wirehouse (high)
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "70103", "iaSECNumberType": "801", "bdSECNumber": "68191"” — sec_finra_regulatory
• Team name — Team 581 (high)
  • “Welcome to Team 581 at Morgan Stanley Private Wealth Management in San Francisco.” — firm_official
• Team size — 6 (medium)
  • “Shane A Brisbin – Managing Director, Private Wealth Advisor; Michael Baumer – Managing Director, Private Wealth Advisor; Spencer Larson – Managing Director, Private Wealth Advisor; William Wolcott – Executive Director, P” — firm_official
• CRD — 2526809 (high)
  • “"basicInformation": {"individualId": 2526809, "firstName": "SHANE", "middleName": "ANTHONY", "lastName": "BRISBIN", "otherNames": [], "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "9/27/1994"}” — sec_finra_regulatory
• Years experience — 31 (high)
  • “"daysInIndustryCalculatedDate": "9/27/1994"” — sec_finra_regulatory
• Designations — — (medium)
  • “No specific certifications listed for Shane Brisbin. Spencer Larson holds CFP® and CIMA® designations.” — firm_official

Book of business

• Team AUM ($M) — 11700 (high)
  • “{"rank_2026":87,"advisor":"Shane Brisbin","firm":"Morgan Stanley Private Wealth Management","location":"San Francisco","typical_account_mil":50,"team_assets_bil":11.7,"typical_net_worth_mil":75” — forbes_shook
  • “Our team provides world-class investment advice and personalized service to 150 ultra-high-net-worth families, overseeing more than $12 billion in assets (as of 2026).” — firm_official
• Account minimum ($M) — 10 (high)
  • “"Minimum account size for new business":"$10M"” — forbes_shook
• Typical client net worth ($M) — 75 (high)
  • “Typical Net Worth of Relationships: $40-200M” — forbes_shook
• Client niche — entrepreneurs, senior corporate executives and VC/PE general partners around liquidity events (high)
  • “We serve the comprehensive wealth management needs of accomplished entrepreneurs, executives, private investors, and multi-generational families.” — firm_official
  • “As a Private Wealth Advisor at Morgan Stanley, Shane specializes in pre- & post-liquidity planning, strategic portfolio management, risk management and philanthropy advisory. His clients include Entrepreneurs, Senior Cor” — firm_official
• Custodians — gap: not_applicable
• Fee model — not_public (medium)
  • “"firmName": "MORGAN STANLEY", "iaOnly": "N", "registrationBeginDate": "6/1/2009", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE"” — sec_finra_regulatory

Positioning & marketing

• Website url — https://advisor.morganstanley.com/team-581 (high)
  • “Welcome to Team 581 at Morgan Stanley Private Wealth Management in San Francisco.” — firm_official
• Value proposition (verbatim) — Team 581 aims to help highly affluent families protect and enhance their wealth, while supporting the people, causes and institutions that add meaning to their lives. We combine independent, high-quality fiduciary advice with the personalized approach of a boutique wealth management practice and the global reach of Morgan Stanley. (high)
  • “Team 581 aims to help highly affluent families protect and enhance their wealth, while supporting the people, causes and institutions that add meaning to their lives.” — firm_official
  • “We combine independent, high-quality fiduciary advice with the personalized approach of a boutique wealth management practice and the global reach of Morgan Stanley.” — firm_official
• Differentiators — Boutique personalized approach combined with Morgan Stanley's global reach, Independent, high-quality fiduciary advice, Deliberately concentrated book: 150 UHNW families, $12B+ in assets, Pre- and post-liquidity planning specialization for founders and VC/PE partners, Philanthropy advisory tied to family purpose and legacy (high)
  • “We combine independent, high-quality fiduciary advice with the personalized approach of a boutique wealth management practice and the global reach of Morgan Stanley.” — firm_official
  • “Our team provides world-class investment advice and personalized service to 150 ultra-high-net-worth families, overseeing more than $12 billion in assets (as of 2026).” — firm_official
• Content marketing — occasional (medium)
  • “Publication Details: No specific publication dates provided. Content attributed to Morgan Stanley Family Office Resources and general Morgan Stanley publications. No podcasts or newsletters identified on this page.” — firm_official
• Has podcast — no (medium)
  • “No podcasts or newsletters identified on this page.” — firm_official
• Books published — 0 (low)
  • “Shane received his MBA from the University of Texas at Austin and his BS from the University of Southern California.” — firm_official
• Linkedin url — https://www.linkedin.com/in/shanebrisbin/ (medium)
  • “Shane Brisbin - Managing Director, Private Wealth Advisor - Morgan Stanley Private Wealth Management | LinkedIn” — social_or_third_party_db
• Social presence — gap: not_found_after_search
• Press awards — Barron's Top 100 Financial Advisors 2026 — #87, Barron's Top Private Wealth Management Teams — #21 (2024, Team 581) (medium)
  • “{"rank_2026":87,"advisor":"Shane Brisbin","firm":"Morgan Stanley Private Wealth Management","location":"San Francisco"” — professional_press
  • “Over the years, Team 581 has been recognized by Barron and Forbes as one of America's Top Private Wealth Advisory Teams, including #21 in 2024 by Barron's.” — firm_official

Visual brand

• Has distinct logo — no (medium)
  • “Welcome to Team 581 at Morgan Stanley Private Wealth Management in San Francisco.” — firm_official
• Logo url — gap: not_found_after_search
• Visual brand notes — Standard Morgan Stanley corporate template: navy and white palette, restrained serif/sans pairing, formal team and headshot photography. No team-specific visual identity. (medium)
  • “Welcome to Team 581 at Morgan Stanley Private Wealth Management in San Francisco.” — firm_official

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