SA
CFA
SA
CFA

Sorush Abboud

20 Years of Experience
Austin, TX
Broker

Sorush Abboud is a CFA-designated registered investment advisor at Morgan Stanley, based in Austin, TX, with 20 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

301 Congress Avenue, Suite 1400, Austin, TX, 78701

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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

Sorush is involved in various business activities, including rental property ownership, mentoring for Techstars, membership in Persepolis Capital Holdings, and involvement with The Letterman Group LLC. He also holds positions in several LLCs related to real estate and estate planning.

Employment History
Current Registrations
Morgan Stanley
February 2015 - Present · 11 yrs 5 mos
Morgan StanleyBroker
February 2015 - Present · 11 yrs 5 mos
Previous Registrations
Fulcrum Capital Markets LLCBroker
July 2011 - December 2014 · 3 yrs 5 mos
Peraza Capital and Investment, LLCBroker
April 2010 - October 2011 · 1 yr 6 mos
Aps Financial CorporationBroker
July 2009 - January 2010 · 6 mos
Goldman, Sachs & CO.Broker
December 2003 - October 2006 · 2 yrs 10 mos
Aps Financial CorporationBroker
October 2002 - November 2003 · 1 yr 1 mo
State Registrations46 states
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Exams
No exam information available for this advisor.