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Samuel House

28 Years of Experience
San Antonio, TX
Broker

Samuel House is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 28 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

7600 Broadway, Suite 100, San Antonio, TX, 78209

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History

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.

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Other Business Activities

Samuel is a board member for Lutheran Foundation of Texas DBA Legacy Deo, a charity, since August 2023. He spends minimal time on administrative tasks, investment decisions/advice, and other activities related to this role.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
September 1997 - April 2007 · 9 yrs 7 mos
Morgan Stanley Dw INC.Broker
September 1997 - April 2007 · 9 yrs 7 mos
State Registrations27 states
AKARAZCACODEFLGAIAKSLAMAMDMIMNMONCNJNMNYOHORPARITNTXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Samuel House - Financial Advisor | TrueAdvisor