Sorush
Abboud

Morgan Stanley

CRD#4578301
Investment Advisor
in Austin, TX
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About this Advisor

Sorush Abboud is a financial advisor who works out of Austin, Texas. Currently an investment advisor at Morgan Stanley, Abboud has 12 years of professional experience in the financial advisory industry. Abboud holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Abboud is registered to operate in Texas. Their career trajectory has included roles at Och Ziff Capital Management, Aps Financial Corporation, Peraza Capital & Investment LLC, Fulcrum Capital Holdings LLC, Fulcrum Capital Markets LLC, Morgan Stanley and Morgan Stanley Private Bank, National Association. Morgan Stanley is based out of Austin, Texas, and has 702 locations in the United States. Overall, Morgan Stanley manages $735 billion in assets throughout 1,724,668 accounts and employs more than 26,000 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 1,724,668 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Morgan Stanley can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

301 Congress Avenue Suite 1400
Austin, TX 78701

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

TX Average: $7,464,549,021
Total Number of Employees

26,000

TX Average: 88
Total Number of Accounts

1,724,668

TX Average: 3,892
Average Account Size

$426,340

TX Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Sorush Abboud Work History

Sorush has 12 years of experience.

2015 - Present (4 years)

Morgan Stanley

2015 - Present (4 years)

Morgan Stanley Private Bank, National Association

2011 - 2014 (3 years)

Fulcrum Capital Markets LLC

2010 - 2011 (1 years)

Peraza Capital & Investment LLC

2010 - 2014 (4 years)

Fulcrum Capital Holdings LLC

2009 - 2010 (1 years)

Aps Financial Corporation

2006 - 2008 (2 years)

Och Ziff Capital Management

Disclosures

Sorush Abboud has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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