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Tate Lindsey is a registered investment advisor at Morgan Stanley, based in Fort Worth, TX, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
201 Main Street, Suite 1500, Fort Worth, TX, 76102
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Regulatory History (2)
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Customer Dispute
February 2010Settled
Employment Separation After Allegations
February 1998Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
April 1998 - April 2007 · 9 yrs
Morgan Stanley
April 1998 - April 2007 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1982 - March 1998 · 15 yrs 9 mos
State Registrations31 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.