Samuel Dawson

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

• 04/2025 → 06/2025
  Morgan Stanley Smith Barney Llc
  The Woodlands, TX
• 05/2023 → 06/2025
  Pwc
  Houston, TX
• 05/2019 → 05/2023
  Mercer
  The Woodlands, TX
• 12/2018 → 05/2019
  Oracle Netsuite
  Austin, TX
• 08/2016 → 12/2018
  Oracle
  Austin, TX
• 08/2025 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 06/2025 → Present
  Morgan Stanley Smith Barney Llc
  The Woodlands, TX

Other Businesses

*667709 - Rack N Roll Mahjong LLC; Investment Related - No; Spring, Texas; Recreation; No specific position, but may be assisting my spouse with occasional setup for her events and helping her figure out income-related topics. (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2025; During Business Hours: 0; After Business Hours: 5; Labor/Service, Accounting/Bookkeeping

Exams

• S66 Uniform Combined State Law Examination
  2025-02-18

Other Names

• Sam Dawson