Dustin J Moheit

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

• 06/2014 → 10/2017
  Longer Investments
  Fayetteville, AR
• 11/2017 → 12/2022
  Cheldan Homes L.P.
  Fort Worth, TX
• 02/2018 → 07/2023
  Cheldan Capital Management, L.L.C
  Dallas, TX
• 11/2019 → 12/2021
  Williams Capital Management
  Bedford, TX
• 07/2023 → Present
  Morgan Stanley
  Dallas, TX
• 09/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2018-04-02 → 2023-07-21
  Cheldan Capital Management, L.L.C.
  Dallas, TX
  Fort Worth, TX
• 2019-11-23 → 2021-12-31
  Williams Capital Management
  Ft. Worth, TX
  Bedford, TX
  Ft. Worth, TX

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-08-28
• S65 Uniform Investment Adviser Law Examination
  2018-01-13

Designations

• Chartered Financial Analyst

Other Names

• Dustin Moheit
• Dustin Joseph Moheit