Samantha Lauren Porter

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

Authority	Category	Status	Date
TX	RA	APPROVED	2023-12-12

TX RA
APPROVED

Since 2023-12-12

Branch Locations

Fort Worth, TX • United States

845 Texas Avenue, Houston, TX 77002 • United States

3230 Camp Bowie Boulevard Suite 625, Fort Worth, TX 76107 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Westlake	TX	11/2017	08/2023
Wells Fargo	Fort Worth	TX	02/2014	10/2017
Morgan Stanley	Forth Worth	TX	09/2023	Present

11/2017 → 08/2023

Charles Schwab & Co., Inc.

Westlake, TX
02/2014 → 10/2017

Wells Fargo

Fort Worth, TX
09/2023 → Present

Morgan Stanley

Forth Worth, TX

Other Businesses

*659387- Pesonal Facebook Marketplace; Investment related: No; Fort Worth, Texas; Resaling Personal Items via FB Market Plce; Resaling Personal Items via FB Market Plce (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 3; Resaling Personal Items via FB Market Plce

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-12-12
S63	Uniform Securities Agent State Law Examination	2018-02-23

S66 Uniform Combined State Law Examination

2023-12-12
S63 Uniform Securities Agent State Law Examination

2018-02-23

View on SEC IAPD