MS
MS

Maria Sohn

21 Years of Experience
Houston, TX
Broker

Maria Sohn is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 21 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

Maria is the sole proprietor/owner of Colzohn Global LLC, an investment/finance/banking business, since May 2019. She spends minimal time on administrative tasks related to this business outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
May 2012 - Present · 14 yrs
Morgan Stanley
May 2012 - Present · 14 yrs
Previous Registrations
UBS Financial Services INC.
January 2010 - June 2012 · 2 yrs 5 mos
UBS Financial Services INC.Broker
January 2010 - June 2012 · 2 yrs 5 mos
UBS International INC.Broker
January 2006 - January 2010 · 4 yrs
UBS International INC.
January 2006 - January 2010 · 4 yrs
Wells Fargo Investments, LLC
November 2004 - January 2006 · 1 yr 2 mos
Wells Fargo Investments, LLCBroker
August 2004 - January 2006 · 1 yr 5 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAHIIAIDILKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.