Mason A Tarrant

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

• 02/2025 → 11/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 12/2024 → 02/2025
  Relocation Upon Graduation
  Addison, TX
• 01/2022 → 12/2024
  Perry Ellis International
  San Marcos, TX
• 05/2020 → 12/2024
  Full-Time Student
  San Marcos, TX
• 01/2016 → 05/2020
  Full-Time Highschooler
  Edgewood, TX
• 03/2022 → 12/2024
  Mccoy College Of Business Student Managed Investment Fund
  San Marcos, TX
• 02/2024 → 12/2024
  Pnc
  Dallas, TX
• 01/2026 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2025-06-11 → 2025-11-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-06-11

Other Names

• Mason Tarrant