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Cameron W Greenwood

Morgan Stanley

Houston, TX

CRD 4782541

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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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2009-09-30
  • TX RA
    APPROVED
    Since 2009-09-30

Branch Locations

2800 Post Oak Boulevard Suite 3200, Houston, TX 77056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Houston TX 08/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 08/2009 → Present
    Morgan Stanley Smith Barney
    Houston, TX
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2005-05-25 → 2009-10-26
    Breen Investors Lp
    Houston, TX
Other Businesses

Willowick Investment Partnership, LP; Investment related; Family partnership investments; HOUSTON, TX; 01/2013; 0,0 *540293 - Aruka Camp LLC; Investment related Yes; Houston, Texas; Recreation; Officer (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 1; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-10
  • S66 Uniform Combined State Law Examination
    2009-12-10
Designations
  • Chartered Financial Analyst
Other Names
  • Cameron W. Greenwood

View on SEC IAPD

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