Edward Mullen is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 25 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
2800 Post Oak Boulevard, 18th Floor, Houston, TX, 77056
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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
February 2016 - Present · 10 yrs 7 mos
Morgan StanleyBroker
February 2016 - Present · 10 yrs 7 mos
Previous Registrations
Robert W. Baird & CO. IncorporatedBroker
March 2015 - November 2015 · 8 mos
Robert W. Baird & CO. Incorporated
March 2015 - November 2015 · 8 mos
Morgan StanleyBroker
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley
June 2009 - March 2015 · 5 yrs 9 mos
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2005 - June 2009 · 4 yrs 2 mos
Charles Schwab & CO., INC.Broker
September 2003 - November 2004 · 1 yr 2 mos
Banc One Securities CorporationBroker
November 2001 - April 2002 · 5 mos
Prudential Securities IncorporatedBroker
August 2000 - November 2001 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
May 1998 - August 2000 · 2 yrs 3 mos
State Registrations41 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.