Sean Patrick Patrick Clemmons

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

• 09/2016 → 06/2018
  Peli Peli
  Houston, TX
• 08/2017 → 12/2017
  Leaders Financial Group
  Spring, TX
• 06/2018 → 10/2018
  Axa Advisors, Llc
  Houston, TX
• 11/2018 → 03/2021
  Jpmorgan Chase Bank, N.A.
  Spring, TX
• 11/2018 → 03/2021
  J.P. Morgan Securities Llc
  Spring, TX
• 03/2015 → 09/2016
  Bar Louie
  Houston, TX
• 03/2021 → 11/2021
  Fidelity Investments
  Westlake, TX
• 01/2016 → 12/2017
  University Of Houston - Downtown
  Houston, TX
• 01/2023 → 05/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 12/2021 → 12/2022
  Unemployed
  Houston, TX
• 05/2026 → Present
  Morgan Stanley
  Houston, TX

Previous Registrations

• 2023-06-14 → 2026-05-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-09
• S63 Uniform Securities Agent State Law Examination
  2018-03-26

Other Names

• Sean Clemmons
• Sean Patrick Clemmons
• Sean Patrick Clemmons
• Sean Patrick Patrick Clemmons