Isel Isern is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 37 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
Loading...
Location
717 Texas Avenue, Suite 3050, Houston, TX, 77002
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
August 2018 - Present · 7 yrs 9 mos
Morgan Stanley
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - August 2018 · 5 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - August 2018 · 5 yrs 10 mos
Chase Investment Services CORP.
February 2006 - October 2012 · 6 yrs 8 mos
Chase Investment Services CORP.Broker
February 2006 - October 2012 · 6 yrs 8 mos
Jpmorgan Securities INC
December 1991 - July 2006 · 14 yrs 7 mos
Banc One Securities CorporationBroker
December 1991 - July 2006 · 14 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1988 - November 1991 · 3 yrs 5 mos
State Registrations3 states
CAFLTX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.