MK
MK

Mohammad Khan

23 Years of Experience
Houston, TX
Broker

Mohammad Khan is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 23 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

Mohammad is a partner and investor in Kasturi Food Mart LLC, a grocery store with a restaurant, since June 2023. He spends about 10-20% of his time on accounting and bookkeeping tasks after business hours.

Employment History
Current Registrations
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - May 2022 · 9 yrs 7 mos
Chase Investment Services CORP.Broker
May 2002 - October 2012 · 10 yrs 5 mos
State Registrations18 states
ALARAZCACODEILINLAMANCNJNMNYOKPATXVA
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.