Brandon Lee Lammers

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

Authority	Category	Status	Date
TX	RA	APPROVED	2011-04-28

TX RA
APPROVED

Since 2011-04-28

Branch Locations

845 Texas Avenue, Houston, TX 77002 • 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

Organization	City	State	From	To
Morgan Stanley	Houston	TX	04/2011	Present

04/2011 → Present

Morgan Stanley

Houston, TX

Previous Registrations

2006-07-14 → 2011-04-15

Ameriprise Financial Services, Llc

Houston, TX

Sugar Land, TX

Other Businesses

*574901- Cy-Fair Girls Athletic Association; Investment related: No; Cypress, Texas; Children/Youth:Sports; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 5; Administrative

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-07-13

S66 Uniform Combined State Law Examination

2006-07-13

View on SEC IAPD