ED
ED

Edward Degree

13 Years of Experience
Dallas, TX
Broker

Edward Degree is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 13 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

2121 North Pearl Street, Suite 500, Dallas, TX, 75201

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

Edward is a 50% owner of Jedee, LLC, an investment-related consulting business in Las Vegas, Nevada. He dedicates minimal time to this activity during and after business hours.

Employment History
Current Registrations
Morgan Stanley
March 2025 - Present · 1 yr 4 mos
Morgan StanleyBroker
March 2025 - Present · 1 yr 4 mos
Previous Registrations
Seapower Carpenter Capital, INC.Broker
October 2021 - October 2023 · 2 yrs
Arista Wealth Management, LLC
May 2020 - January 2024 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLC
May 2019 - October 2019 · 5 mos
Wells Fargo Clearing Services, LLCBroker
March 2017 - October 2019 · 2 yrs 7 mos
Morgan StanleyBroker
May 2011 - March 2017 · 5 yrs 10 mos
New England SecuritiesBroker
February 2011 - May 2011 · 3 mos
First Republic Securities Company, LLCBroker
December 2008 - February 2009 · 2 mos
State Registrations2 states
NVTX
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.