Sorush Shayestehmehr Abboud

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → Present
  Morgan Stanley
  Austin, TX
• 06/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Other Businesses

1) RENTAL PROPERTY, OWNER;LANDLORD; START DATE: 11/2013; AUSTIN TX; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS- 1 2) TECHSTARS; PROVIDES ECOSYSTEM FOR BUDDING ENTREPRENUERS;NON INVESTMENT RELATED 1 HOUR OUTSIDE OF OFFICE HOURS 08/2016; MENTOR; PERSEPOLIS CAPITAL HOLDINGS,MEMBER;INVESTMENT RELATED;START DATE:1/2015;DURING BUSINES HOURS-0,AFTER BUSINESS HOURS-1;DALLAS TX 3) The Letterman Group LLC; Non Investment related; hospitality / bar / restaurant; Dallas, TX; 04/2015; 0,1 4) *393954 - Trust; Investment related Yes; June 2020; During business hours: 0; After business hours: 0. 5) *405523 - The University of Texas - McCombs School of Business - Texas Venture Labs; Investment related No; Austin, TX; Technology; Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Sept 2020; During business hours: 0; After business hours: 1; Labor/Service *244329 - 200 Congress 23D, LLC ; Investment related - Yes ; Austin, Texas ; Real Estate ; Manager(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2013 ; During business hours : 0 ; After business hours : 1 ; Administrative *458364 - 200 Congress 23B, LLC ; Investment related - Yes ; Austin, Texas ; Real Estate ; I am the owner (proprietor, partner, officer, director, employee, trustee, agent) ; 11/2021 ; During business hours : 0 ; After business hours : 1 ; Property Management *550227 - 707 W MILTON, LLC; Investment related: Yes; Austin, Texas; Rental Property; OWNER (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 1; Property Management *570940 - RME 1, LLC ; Investment related - Yes ; Austin,Texas ; THIS IS AN LLC I AM SETTING UP IN MY ESTATE ; MANAGER(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2023 ; During business hours : 0 ; After business hours : 0 ; Administrative *573640- RMC 1 MT, LLC; Investment related: Yes; AUSTIN, Texas; THIS IS JUST AN LLC IN MY ESTATE FOR ESTATE PLANING PURPOSES FOR VECHICLE OWNERSHIP; UBO (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 0; UBO *573639- RMC 1 NM, LLC; Investment related: Yes; AUSTIN, Texas; THIS IS JUST AN LLC IN MY ESTATE FOR ESTATE PLANING PURPOSES FOR VECHICLE OWNERSHIP; UBO (proprietor, partner, officer, director, employee, trustee, agent); 12/2023; During business hours: 0; After business hours: 0; UBO *654245 - Summer Sky, LLC; Investment Related - Yes; Austin, Texas; ESTATE PLANNING - SETTING UP LLC TO OWN OUR SUMMER HOME; 50% Owner and President (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2025; During Business Hours: 0; After Business Hours: 1; NONE, ESTATE PLANNING LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-27
• S63 Uniform Securities Agent State Law Examination
  2009-07-17

Designations

• Chartered Financial Analyst

Other Names

• Shawn Abboud
• Sorush Shayestehmehr Abboud
• Sorush Shayestehmehr Abboud
• Sorush Shayestehmehr Abboud Cfa