Austin Garrett Stewart

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

• 01/2013 → 05/2019
  Invesco Advisers, Inc
  Atlanta, GA
• 06/2019 → Present
  Morgan Stanley
  Houston, TX
• 06/2019 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2013-01-22 → 2019-05-31
  Invesco Advisers, Inc.
  Atlanta, GA
  Houston, TX

Other Businesses

*373502 - Bug Runners; Investment related Yes; Houston, TX; catering business; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2015; During business hours: 0; After business hours: 5

Exams

• S66 Uniform Combined State Law Examination
  2013-01-18