Isha I Huston

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

• 08/2020 → Present
  Morgan Stanley
  San Francisco, CA
• 06/2018 → 08/2018
  One Wealth Management
  Santa Monica, CA
• 01/2019 → 08/2020
  Morgan Stanley
  New York, NY
• 02/2018 → 05/2018
  New York University
  New York, NY
• 08/2017 → 05/2021
  New York University
  New York, NY
• 08/2013 → 05/2017
  Jserra Catholic High School
  San Juan Capistrano, CA
• 05/2017 → 08/2017
  Unemployed
  Laguna Beach, CA

Other Businesses

* 551703 - HOOKT LLC ; Investment related - Yes ; New York, New York ; Retail/Online Stores ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) ; 03/2020 ; During business hours : 0 ; After business hours : 10 ; Business Development/Growth, Sales/Marketing *576148- Imega Enterprises LLC; Investment related: Yes; New York, New York; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 5; Business Development/Growth, Administrative *596105 - Rental Property; Investment related - Yes ; New York,New York ; Rental Property ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2024 ; During business hours : 0 ; After business hours : 2 ; I own the apartment and will be serving as landlord

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-11-15
• S63 Uniform Securities Agent State Law Examination
  2021-08-09

Other Names

• Isha Imega Huston