CA
CA

Chase Ambrose

1 Year of Experience
Houston, TX
1 DisclosureBroker

Chase Ambrose is a registered investment advisor at Morgan Stanley, based in Houston, TX, with 1 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

15021 Katy Freeway, Suite 650, Houston, TX, 77094

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History

Regulatory History (1)
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Customer Dispute
January 2026
Pending
Employment History
Current Registrations
Morgan StanleyBroker
October 2024 - Present · 1 yr 7 mos
Morgan Stanley
October 2024 - Present · 1 yr 7 mos
State Registrations29 states
ALARAZCACODCFLIDILINKSLAMAMDMIMNMSNENMNYOHOKORPASCTXUTVAWI
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.
Chase Ambrose - Financial Advisor | TrueAdvisor