Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
10yrs
Dane Pearson is a fiduciary financial advisor in Houston, Texas, with 10 years in the industry. Dane joined Morgan Stanley in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being 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
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office2800 Post Oak Boulevard Suite 3200, Houston, TX 77056
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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowMorgan StanleyCurrent firm
Contact Dane
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Dane. 2800 Post Oak Boulevard Suite 3200Houston, TX 77056Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Dane
Tailored to Dane’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 Dane
How do I contact Dane?
Call Morgan Stanley at (914) 225-5510 and ask for Dane Pearson. Dane works from the Houston, TX office.
How long has Dane been a financial advisor?
Dane has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Dane hold?
Series 66. Tap any license on this page to see what it allows.
Is Dane a fiduciary?
Dane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Dane 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 Dane 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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