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Brent Lilly

25 Years of Experience
Houston, TX
Broker

Brent Lilly 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, Suite 3200, 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

Brent is an employee of the United States Marine Corps Reserve and treasurer for Zeta Tau Lambda Chapter of Alpha Phi Alpha Fraternity, Inc. He spends minimal time on the fraternity and a few hours per week with the Marine Corps Reserve.

Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2004 - August 2015 · 11 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2001 - August 2015 · 14 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.