PS
PS

Pamela Staples

40 Years of Experience
Austin, TX
Broker

Pamela Staples is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 40 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8701 Bee Caves Road, Suite 300, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Pam owns rental property in Austin, Texas, since 2020. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2023 - Present · 3 yrs
Morgan StanleyBroker
May 2023 - Present · 3 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2013 - May 2023 · 10 yrs 3 mos
RBC Capital Markets, LLCBroker
January 2001 - March 2013 · 12 yrs 2 mos
First Union Securities, INC.Broker
February 1995 - May 2001 · 6 yrs 3 mos
Painewebber IncorporatedBroker
January 1991 - June 1996 · 5 yrs 5 mos
Rotan Mosle INC.Broker
February 1986 - January 1991 · 4 yrs 11 mos
Painewebber IncorporatedBroker
June 1985 - February 1986 · 8 mos
State Registrations25 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.