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Michael P Beste

Morgan Stanley

Dallas, TX

CRD 7272769

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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
AZ RA APPROVED 2021-11-08
TX RA APPROVED 2021-11-04
  • AZ RA
    APPROVED
    Since 2021-11-08
  • TX RA
    APPROVED
    Since 2021-11-04

Branch Locations

2121 North Pearl Street Suite 500, Dallas, TX 75201 • 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
The Vanguard Group, Inc. Scottsdale AZ 07/2020 09/2021
Red Lobster El Paso TX 04/2016 03/2018
University Of Texas El Paso El Paso TX 09/2018 01/2019
Pepsico Nashville TN 06/2019 08/2019
Unemployed El Paso TX 05/2018 07/2018
Unemployed El Paso TX 09/2019 06/2020
University Of Texas El Paso El Paso TX 01/2017 05/2020
Transmountain Early College High School El Paso TX 08/2013 06/2017
El Paso Community College El Paso TX 08/2013 12/2016
Morgan Stanley Dallas TX 10/2021 Present
  • 07/2020 → 09/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 04/2016 → 03/2018
    Red Lobster
    El Paso, TX
  • 09/2018 → 01/2019
    University Of Texas El Paso
    El Paso, TX
  • 06/2019 → 08/2019
    Pepsico
    Nashville, TN
  • 05/2018 → 07/2018
    Unemployed
    El Paso, TX
  • 09/2019 → 06/2020
    Unemployed
    El Paso, TX
  • 01/2017 → 05/2020
    University Of Texas El Paso
    El Paso, TX
  • 08/2013 → 06/2017
    Transmountain Early College High School
    El Paso, TX
  • 08/2013 → 12/2016
    El Paso Community College
    El Paso, TX
  • 10/2021 → Present
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-04
S63 Uniform Securities Agent State Law Examination 2020-09-04
  • S66 Uniform Combined State Law Examination
    2021-11-04
  • S63 Uniform Securities Agent State Law Examination
    2020-09-04
Other Names
  • Michael Beste
  • Michael Peter Beste

View on SEC IAPD

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