Andrew Bivens

CRD 6985759

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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

Authority	Category	Status	Date
TX	RA	APPROVED	2021-12-09

TX RA
APPROVED

Since 2021-12-09

Branch Locations

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

Houston, TX • 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 Smith Barney Llc	Houston	TX	06/2019	Present
Texas Capital Bank	Austin	TX	10/2018	05/2019
First State Bank Of Bloomington	Bloomington	IL	08/2017	07/2018
Busey Bank	Bloomington	IL	07/2014	08/2017

06/2019 → Present

Morgan Stanley Smith Barney Llc

Houston, TX
10/2018 → 05/2019

Texas Capital Bank

Austin, TX
08/2017 → 07/2018

First State Bank Of Bloomington

Bloomington, IL
07/2014 → 08/2017

Busey Bank

Bloomington, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-12-09

S66 Uniform Combined State Law Examination

2021-12-09

View on SEC IAPD

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