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Marci Moss

26 Years of Experience
Houston, TX
Broker

Marci Moss is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 26 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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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marci creates art for retail sale at arts and crafts venues as Bovine Designs, dedicating about 10-20% of her time. She is also the sole proprietor/owner of WMM Interests LLC, an investment-related business, spending minimal time on it.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
September 1999 - June 2009 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
August 1999 - June 2009 · 9 yrs 10 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.