Kapil Mathur
Managing Director, Financial Advisor, Branch Manager, Wealth Management at Morgan Stanley
- Role
- Branch Manager, Senior Portfolio Management Director, Family Wealth Director & Financial Advisor at Morgan Stanley
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kapil Mathur
Kapil Mathur (Sugar Land Branch Manager) is a Financial Advisor and Managing Director at…
Experience
Branch Manager, Senior Portfolio Management Director, Family Wealth Director & Financial Advisor
Apr 2010 — Present · Houston, TX, US
Custom portfolio management and concierge financial advisory services for select families throughout the United States. Selectively adding new clients - please contact my team for more information.Disclaimers: ©2025 Morgan Stanley Smith Barney LLC (‘MSSB’), Member SIPC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: 12•••28
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