Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
23yrs
Kavitha Thomas
Financial advisor at Morgan Stanley
Based in Houston, Texas, Kavitha Thomas is a fiduciary financial advisor with 23 years of industry experience. Kavitha has been with Morgan Stanley since 2022. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 72% of advisors in Texas
Office845 Texas Avenue, Houston, TX 77002
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowMorgan StanleyCurrent firm
Contact Kavitha
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Kavitha. 845 Texas AvenueHouston, TX 77002Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Kavitha
Tailored to Kavitha’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kavitha
How do I contact Kavitha?
Call Morgan Stanley at (914) 225-5510 and ask for Kavitha Thomas. Kavitha works from the Houston, TX office.
How long has Kavitha been a financial advisor?
Kavitha has been in the industry since 2003, about 23 years. More experience than 72% of advisors in Texas.
What licenses does Kavitha hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kavitha a fiduciary?
Kavitha is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kavitha paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Kavitha for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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