Todd Bonime is a registered investment advisor at Morgan Stanley, based in Seattle, WA, with 42 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
601 Union Street, Two Union Square, Suite 5200, Seattle, WA, 98101
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Regulatory History (1)
Customer Dispute
September 2017Other Business Activities
Todd is a partner in Bonime Properties LLC, a family LLC based in Portland, Oregon, since January 2023. He spends minimal time on investment decisions, advice, and administrative tasks related to this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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