Best Investors Account Sign in

Brian Robert Houle

Morgan Stanley

Menlo Park, CA

Claim This Profile
Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-02-27
CA RA APPROVED 2019-08-30
  • TX RA
    APPROVED
    Since 2020-02-27
  • CA RA
    APPROVED
    Since 2019-08-30

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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 Llc Menlo Park CA 08/2018 Present
Unemployed San Mateo CA 06/2018 08/2018
University Of Oregon Eugene OR 09/2017 06/2018
Techstyle Fashion Group, Fabletics El Segundo CA 06/2017 08/2017
Unemployed Rancho Palos Verdes CA 08/2017 09/2017
University Of Oregon Eugene OR 09/2016 06/2017
Samaritan House San Mateo CA 06/2016 09/2016
Morgan Stanley Private Bank, N.A New York NY 05/2024 Present
  • 08/2018 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 06/2018 → 08/2018
    Unemployed
    San Mateo, CA
  • 09/2017 → 06/2018
    University Of Oregon
    Eugene, OR
  • 06/2017 → 08/2017
    Techstyle Fashion Group, Fabletics
    El Segundo, CA
  • 08/2017 → 09/2017
    Unemployed
    Rancho Palos Verdes, CA
  • 09/2016 → 06/2017
    University Of Oregon
    Eugene, OR
  • 06/2016 → 09/2016
    Samaritan House
    San Mateo, CA
  • 05/2024 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-30
  • S66 Uniform Combined State Law Examination
    2019-08-30

View on SEC IAPD

Other Firms

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC
TRIPLEPOINT ADVISERS LLC
MENLO EQUITIES
MAKENA CAPITAL MANAGEMENT, LLC
BYERS CAPITAL INVESTMENT ADVISORY, LLC
KLEINER PERKINS
HAN RIVER PARTNERS
COPPERPLATE CAPITAL LLC

Other Investors

CHARLES RICHARD LEVY
FRANK HARVEY ALMENDAREZ
JAMES MATTHEW PALLESCHI
MATTHEW FRANCIS SHEEHAN
BRIAN PATRICK BROGAN
NICOLE N FUENTES
CHARLIE ABRAHAM RAMOS
William George Hains

Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA
MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
BYERS CAPITAL INVESTMENT ADVISORY, LLC · MENLO PARK, CA

More in Menlo Park, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor