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Spencer Schafer-Frith

11 Years of Experience
Houston, TX
Broker

Spencer Schafer-Frith is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 11 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.

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Other Business Activities

Spencer is a committee member for the Texas Parks and Wildlife Department, advising based on personal experience with State Parks, and is also the sole proprietor/owner of Cimply Outdoors, LLC, focusing on sales/marketing and business development, dedicating about a quarter of his time to the latter.

Employment History
Current Registrations
Morgan Stanley
July 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
May 2014 - Present · 12 yrs 4 mos
State Registrations18 states
AZCACOFLKSLAMIMOMSNCNHNMNYOKORTNTXUT
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.