BA
BA

Brent Anderson

21 Years of Experience
Houston, TX
Broker

Brent Anderson 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

845 Texas Avenue, Suite 1810, Houston, TX, 77002

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History

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.

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Other Business Activities

Brent is an owner of Anderson Whata Investment, GP since 2019, managing future distributions. This activity is investment-related and takes minimal time during business hours.

Employment History
Current Registrations
Morgan Stanley
December 2011 - Present · 14 yrs 5 mos
Morgan StanleyBroker
December 2011 - Present · 14 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.
April 2006 - December 2011 · 5 yrs 8 mos
Raymond James & Associates, INC.Broker
March 2005 - December 2011 · 6 yrs 9 mos
State Registrations16 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.