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Marilyn Denaee Eastwood

Morgan Stanley

Houston, TX

CRD 2607755

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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 2024-05-22
  • TX RA
    APPROVED
    Since 2024-05-22

Branch Locations

845 Texas Avenue, Houston, TX 77002 • 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
Ubs Financial Services Inc. The Woodlands TX 03/1995 08/2020
Morgan Stanley Smith Barney Llc Houston TX 08/2020 Present
  • 03/1995 → 08/2020
    Ubs Financial Services Inc.
    The Woodlands, TX
  • 08/2020 → Present
    Morgan Stanley Smith Barney Llc
    Houston, TX
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-06-09
  • S63 Uniform Securities Agent State Law Examination
    2000-06-09
Other Names
  • Marilyn Denaee Burns
  • Denaee Eastwood

View on SEC IAPD

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