BH
BH

Brian Heitshusen

18 Years of Experience
Houston, TX
Broker

Brian Heitshusen 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
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Location

1330 Post Oak Boulevard, Suite 900, Houston, TX, 77056

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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

Brian manages a real estate/property rental business and collects rent from tenants since 1994. He spends minimal time on this activity.

Employment History
Current Registrations
Morgan Stanley
December 2009 - Present · 16 yrs 5 mos
Morgan Stanley
December 2009 - Present · 16 yrs 5 mos
Morgan StanleyBroker
December 2009 - Present · 16 yrs 5 mos
Previous Registrations
UBS Financial Services INC.
January 2008 - October 2009 · 1 yr 9 mos
UBS Financial Services INC.Broker
December 2007 - October 2009 · 1 yr 10 mos
State Registrations8 states
CACTFLKSLAMINCTX
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.