Margaret Bryant is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 23 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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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 Stanley
May 2022 - Present · 4 yrs
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
May 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2016 - May 2022 · 5 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2015 - May 2022 · 7 yrs 3 mos
UBS Financial Services INC.Broker
January 2007 - February 2015 · 8 yrs 1 mo
Ameriprise Financial Services, INC.Broker
February 2005 - December 2006 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
February 2005 - July 2006 · 1 yr 5 mos
Oppenheimer & CO. INC.Broker
January 2003 - August 2004 · 1 yr 7 mos
Cibc World Markets CORP.Broker
February 2002 - January 2003 · 11 mos
J.P. Morgan Securities INC.Broker
December 2001 - January 2002 · 1 mo
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.