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Yulissa A Bland

Morgan Stanley

Houston, TX

CRD 8140650

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-18
  • TX RA
    APPROVED
    Since 2026-05-18

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Houston TX 04/2026 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Houston TX 08/2025 04/2026
Sam's Boat Seabrook Seabrook TX 02/2022 05/2025
Electric Feel Good Houston TX 12/2021 02/2022
Hugh And Jeff's League City TX 09/2021 12/2021
Perry's Steakhouse Friendswood TX 07/2019 09/2021
T-Bone Toms Kemah TX 05/2019 07/2019
Tight Ends Sports Bar League City TX 01/2017 05/2019
Whiskey Cake Friendswood TX 06/2016 01/2017
Unemployed Kemah TX 06/2025 08/2025
Bank Of America, N.A. Houston TX 09/2025 04/2026
  • 04/2026 → Present
    Houston, TX
  • 08/2025 → 04/2026
    Houston, TX
  • 02/2022 → 05/2025
    Sam's Boat Seabrook
    Seabrook, TX
  • 12/2021 → 02/2022
    Electric Feel Good
    Houston, TX
  • 09/2021 → 12/2021
    Hugh And Jeff's
    League City, TX
  • 07/2019 → 09/2021
    Perry's Steakhouse
    Friendswood, TX
  • 05/2019 → 07/2019
    T-Bone Toms
    Kemah, TX
  • 01/2017 → 05/2019
    Tight Ends Sports Bar
    League City, TX
  • 06/2016 → 01/2017
    Whiskey Cake
    Friendswood, TX
  • 06/2025 → 08/2025
    Unemployed
    Kemah, TX
  • 09/2025 → 04/2026
    Bank Of America, N.A.
    Houston, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
  • S66 Uniform Combined State Law Examination
    2025-05-27
Other Names
  • Bland A Yulissa

View on SEC IAPD

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