BC
BC

Barbara Crabtree

47 Years of Experience
Dallas, TX
Broker

Barbara Crabtree is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 47 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

5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244

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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

Barbara has an oil and gas working interest in Canadian County, OK, and is the managing member of Bar-B Holdings LLC, which owns ranch land in central Texas. She is also a managing partner for Lo Que Sera Limited, recreational property, and serves on the advisory board and finance committee for Zonta Club of Dallas Charitable Trust and Zonta Club of Dallas, spending minimal time on each activity.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Citigroup Global Markets INC.
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
April 1988 - July 1993 · 5 yrs 3 mos
E. F. Hutton & Company INCBroker
August 1978 - April 1988 · 9 yrs 8 mos
State Registrations36 states
ALARAZCACOCTDEFLGAIAILINKSKYLAMAMDMIMOMSNCNHNMNVNYOHOKORPASCTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.