Andrea Nelson is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrea serves as an executor/co-executor for multiple estates, a successor trustee for a trust, and a POA, all in Houston, Texas, since 2020. These activities involve estate administration and check signing/funds disbursements, requiring minimal time.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Carroll Mcentee & Mcginley IncorporatedBroker
Underwood, Neuhaus & CO., IncorporatedBroker
State Registrations43 states
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