SG
SG

Stefanie Gorres

26 Years of Experience
Houston, TX
Broker

Stefanie Gorres 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

1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056

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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

Stefanie owns two rental properties in Scottsdale, AZ since 2017. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2010 - Present · 15 yrs 9 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
November 2006 - April 2007 · 5 mos
Aig Financial Advisors, INC.Broker
October 2005 - December 2006 · 1 yr 2 mos
Sunamerica Securities, INC.Broker
September 2005 - October 2005 · 1 mo
Ameriprise Financial Services, INC.Broker
January 2000 - September 2005 · 5 yrs 8 mos
Ids Life Insurance CompanyBroker
January 2000 - September 2005 · 5 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Stefanie Gorres - Financial Advisor | TrueAdvisor