JF
JF

Julie Fielder

29 Years of Experience
Houston, TX
Broker

Julie Fielder is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 29 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

717 Texas Avenue, Suite 3050, Houston, TX, 77002

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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

Julie works as a stylist for Color Street, a personal care company selling nail polish, since January 2021. She dedicates a few hours per week to sales and marketing activities outside of business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 1999 - June 2009 · 10 yrs 1 mo
Citigroup Global Markets INC.Broker
April 1999 - June 2009 · 10 yrs 2 mos
Painewebber IncorporatedBroker
February 1995 - September 1997 · 2 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.