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Chad Houser

11 Years of Experience
Annapolis, MD
Broker

Chad Houser is a registered investment advisor at Morgan Stanley, based in Annapolis, MD, 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

410 Severn Avenue, Suite 211, Annapolis, MD, 21403

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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

Chad works for Valet Living, a construction/engineering company, dedicating about 10-20% of his time outside business hours. Chad also owns rental property in Annapolis, Maryland, spending minimal time on it.

Employment History
Current Registrations
Morgan Stanley
September 2014 - Present · 11 yrs 8 mos
Morgan StanleyBroker
August 2014 - Present · 11 yrs 9 mos
State Registrations47 states
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Exams
No exam information available for this advisor.