CD
CD

Curtis Deinert

18 Years of Experience
Houston, TX
1 DisclosureBroker

Curtis Deinert is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 18 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.

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Location

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

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History

Regulatory History (1)
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Criminal
November 2004
Final Disposition
Employment History
Current Registrations
Morgan Stanley
October 2017 - Present · 9 yrs
Morgan StanleyBroker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Northern Lights Distributors, LLCBroker
February 2013 - August 2017 · 4 yrs 6 mos
Amerivest Investment Management, LLC
February 2009 - January 2013 · 3 yrs 11 mos
TD Ameritrade, INC.
February 2009 - January 2013 · 3 yrs 11 mos
TD Ameritrade, INC.Broker
April 2008 - January 2013 · 4 yrs 9 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMIMNMOMSNCNENMNVNYOHOKORPASCSDTXUTVAWAWIWV
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.
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