Kapil Mathur
Branch Manager
Phone:
(281) 263-1615(281) 263-1615
Morgan Stanley
Sugar Land Branch Office
You define success, we help you achieve it
16554 Creek Bend Dr
Ste 100
Sugar Land, TX 77478
US
Branch:
(281) 263-1600(281) 263-1600
Toll-Free:
(800) 242-2914(800) 242-2914
Branch Manager
Kapil MathurPhone:
(281) 263-1615(281) 263-1615
About Morgan Stanley Sugar Land Branch
Our Financial Advisors strive to earn the trust of many individuals, families and institutions while helping them achieve their goals. With a full suite of services, our objective is to deliver the resources that can best accomplish each client’s unique goals.
We look forward to working together.
We look forward to working together.
Services Provided
- Retirement PlanningFootnote1
- Saving for CollegeFootnote2
- Maintaining Cash Flow
- Long-term Care InsuranceFootnote3
- Traditional Investments
- Alternative InvestmentsFootnote4
- Insurance ServicesFootnote5
- Investing with ImpactFootnote6
- Legacy PlanningFootnote7
- Succession PlanningFootnote8
- Family Mission Statements
- Next Generation EducationFootnote9
- Lending SolutionsFootnote10
- Cash Management SolutionsFootnote11
Our Team at Morgan Stanley Sugar Land Branch
Nicholas Domingue
Business Service Officer
Phone:
(281) 717-1510(281) 717-1510
Lauren Kennedy
Risk Officer
Phone:
(281) 717-1512(281) 717-1512
About Kapil Mathur
Kapil Mathur (Sugar Land Branch Manager) is a Managing Director at Morgan Stanley. He joined Morgan Stanley in 2010 and as Chief Investment Officer and Managing Partner of The Math Group, a team of sixteen professionals that serves leading families throughout the United States. Mr. Mathur is a Senior Portfolio Management Director and Financial Advisor and was Co-Chair of the Firm’s 2,500+ member Multicultural Employee Networking Group. Mr. Mathur is a current and past member of Morgan Stanley’s Chairman’s Club, comprised of the top 2% of Advisors at Morgan Stanley, and is currently one of two individuals nationally to be both a Manager and in the Chairman’s Club.
Previously, Mr. Mathur was an investment banker, private equity investor, and consultant. He was with McKinsey & Company in Houston, Dell Corporate Strategy, and MSD Capital’s Private Equity group. He holds a B.B.A in Business Honors and Finance from the University of Texas at Austin and an M.B.A. from Harvard Business School. Mr. Mathur is a member of the Board of Directors of Magic Bus USA, the Alumni Board of the Canfield Business Honors Program at UT, and a Founder’s Circle Member of the Cullinan Park Conservancy. He is a member of Tiger 21, serves as President of Magic Bus Houston and is a Past President of the Harvard Business School Club of Houston.
Mr. Mathur is a proud Canadian by birth and lives in Sugar Land Texas with his wife Dr. Sheela Parekh and their children Shan and Karina. He is a die-hard Houston Rocket fan and enjoys soccer, travel, wine tasting and philanthropy.
Previously, Mr. Mathur was an investment banker, private equity investor, and consultant. He was with McKinsey & Company in Houston, Dell Corporate Strategy, and MSD Capital’s Private Equity group. He holds a B.B.A in Business Honors and Finance from the University of Texas at Austin and an M.B.A. from Harvard Business School. Mr. Mathur is a member of the Board of Directors of Magic Bus USA, the Alumni Board of the Canfield Business Honors Program at UT, and a Founder’s Circle Member of the Cullinan Park Conservancy. He is a member of Tiger 21, serves as President of Magic Bus Houston and is a Past President of the Harvard Business School Club of Houston.
Mr. Mathur is a proud Canadian by birth and lives in Sugar Land Texas with his wife Dr. Sheela Parekh and their children Shan and Karina. He is a die-hard Houston Rocket fan and enjoys soccer, travel, wine tasting and philanthropy.
Securities Agent: NY, MT, LA, VI, SD, NE, HI, OK, WI, NM, ND, MN, GA, CT, AL, AK, SC, RI, OH, MI, ME, IL, AR, WA, DE, CO, AZ, WV, VA, TX, TN, PA, MO, KS, ID, CA, PR, NC, MS, IN, NV, NJ, NH, MD, OR, MA, KY, IA, FL, DC, WY, VT, UT; BM/Supervisor; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 1252928
NMLS#: 1252928
About Nicholas Domingue
Nick began his career at Legg Mason in April of 2004 as a Client Service Associate. He has since served in a variety of capacities through mergers with Smith Barney and Morgan Stanley, including Service Associate, Market Business Service Officer, and his current role as Business Service Officer. Nick attended the University of Louisiana at Lafayette and is an avid supporter of the Louisiana Ragin’ Cajuns athletic department. He has served as public address announcer in various sports over the course of twenty years.
About Lauren Kennedy
Lauren is currently an Assistant Vice President and serves as the Risk Officer for the Greater Houston Market. She started her career in the financial services industry in 2010 and has over 15 years of experience in both service and sales prior to joining management. Most recently, she joined Morgan Stanley in 2025 and is responsible for a wide variety of supervisory, compliance and risk functions for the market. Lauren lives in Katy, Texas with her husband, James, two year old son, Isaiah, and two rescue dogs. In her spare time she enjoys traveling, new food experiences, hiking, The Astros, F1 and spending as much time with family and friends as she can.
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Branch Address
16554 Creek Bend Dr
Ste 100
Sugar Land, TX 77478
US
Branch:
(281) 263-1600(281) 263-1600
Toll-Free:
(800) 242-2914(800) 242-2914
Fax:
(281) 263-1666(281) 263-1666
1When Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors (collectively, “Morgan Stanley”) provide “investment advice” regarding a retirement or welfare benefit plan account, an individual retirement account or a Coverdell education savings account (“Retirement Account”), Morgan Stanley is a “fiduciary” as those terms are defined under the Employee Retirement Income Security Act of 1974, as amended (“ERISA”), and/or the Internal Revenue Code of 1986 (the “Code”), as applicable. When Morgan Stanley provides investment education, takes orders on an unsolicited basis or otherwise does not provide “investment advice”, Morgan Stanley will not be considered a “fiduciary” under ERISA and/or the Code. For more information regarding Morgan Stanley’s role with respect to a Retirement Account, please visit www.morganstanley.com/disclosures/dol. Tax laws are complex and subject to change. Morgan Stanley does not provide tax or legal advice. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a Retirement Account, and (b) regarding any potential tax, ERISA and related consequences of any investments or other transactions made with respect to a Retirement Account. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
3Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
6The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria. Diversification does not guarantee a profit or protect against loss in a declining financial market.
7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
9Tax laws are complex and are subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Individuals should always check with their tax or legal advisor before engaging in any transaction involving 529 Plans, Education Savings Accounts and other tax-advantaged investments.
10Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
11Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
The investments and products listed may not be appropriate for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments or products, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. The appropriateness of a particular investment or product will depend upon an investor's individual circumstances and objectives.
Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
© 2022 Morgan Stanley Smith Barney LLC. Member SIPC.
Awards Disclosures
CRC 6491812 04/2024