GP
GP

Grant Ponder

18 Years of Experience
Houston, TX
Broker

Grant Ponder is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 18 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
Loading...

Location

2800 Post Oak Boulevard, Suite 3200, Houston, TX, 77056

Get directions

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.

Learn about disclosures →
Other Business Activities

Grant is a partner in a rental property in College Station, Texas, since November 2020. He spends minimal time on property management after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
July 2024 - Present · 1 yr 10 mos
Morgan Stanley
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - July 2024 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2015 - July 2024 · 8 yrs 8 mos
UBS Financial Services INC.
March 2012 - December 2015 · 3 yrs 9 mos
UBS Financial Services INC.Broker
December 2011 - December 2015 · 4 yrs
Northern Trust Securities, INC.Broker
September 2007 - December 2009 · 2 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2006 - August 2007 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2006 - August 2007 · 1 yr 1 mo
Morgan Stanley
October 2005 - July 2006 · 9 mos
Morgan Stanley Dw INC.Broker
August 2005 - July 2006 · 11 mos
State Registrations29 states
ALAZCACOCTFLGAHIIDILINKSMAMDMTNCNHNJNMNVNYORPARISCTXVAWAWI
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.
Grant Ponder - Financial Advisor | TrueAdvisor