Brian Swenson is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
845 Texas Avenue, Suite 1810, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns real estate in Provo, Utah, dedicating minimal time outside business hours to property management. He also serves on the Advisory Board and Finance Committee for Make-A-Wish in Murray, Utah, spending minimal time during and after business hours on administrative, accounting, and investment-related tasks.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations19 states
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