Vivek Mehta is a registered investment advisor at Morgan Stanley, based in Sugar Land, TX, with 11 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
16554 Creek Bend Drive, Suite 100, Sugar Land, TX, 77478
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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
July 2020 - Present · 5 yrs 10 mos
Morgan StanleyBroker
May 2019 - Present · 7 yrs
Previous Registrations
Bosc, INC.Broker
January 2008 - February 2009 · 1 yr 1 mo
Compass Brokerage, INC.Broker
April 2004 - December 2007 · 3 yrs 8 mos
Chase Investment Services CORP.Broker
November 2003 - April 2004 · 5 mos
State Registrations44 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.