RB
RB

Rosario Burns

24 Years of Experience
Houston, TX
Broker

Rosario Burns is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 24 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

Rosario is a partner in a rental property in Houston since 2018, spending minimal time during business hours and a few hours per week after hours on property management. Rosario is also a business owner/member of Green Rock Venture LLC since February 2024, spending about 10-20% of their time on administrative tasks.

Employment History
Current Registrations
Morgan StanleyBroker
May 2020 - Present · 6 yrs
Morgan Stanley
May 2020 - Present · 6 yrs
Previous Registrations
UBS Financial Services INC.Broker
November 2007 - June 2020 · 12 yrs 7 mos
UBS Financial Services INC.
November 2007 - June 2020 · 12 yrs 7 mos
Morgan Stanley & CO., Incorporated
September 2007 - November 2007 · 2 mos
Morgan Stanley & CO., IncorporatedBroker
May 2001 - November 2007 · 6 yrs 6 mos
State Registrations30 states
AKALAZCACOCTFLILLAMDMIMONCNHNJNMNVNYOKORPASCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rosario Burns - Financial Advisor | TrueAdvisor