TB
TB

Thomas Boulund

41 Years of Experience
Davenport, IA
Broker

Thomas Boulund is a registered investment advisor at Morgan Stanley, based in Davenport, IA, with 41 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

4300 East 53rd Street, Suite 300, Davenport, IA, 52807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Thomas serves as a trustee or co-trustee for a trust since 2014. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2011 - October 2021 · 10 yrs 1 mo
UBS Financial Services INC.
September 2011 - October 2021 · 10 yrs 1 mo
Morgan Stanley Smith BarneyBroker
June 2009 - October 2011 · 2 yrs 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2011 · 2 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
April 2000 - April 2007 · 7 yrs
Morgan Stanley Dw INC.Broker
March 2000 - April 2007 · 7 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1995 - April 2000 · 5 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1995 - March 1995 · 1 mo
Smith Barney INC.Broker
July 1993 - March 1995 · 1 yr 8 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
November 1984 - February 1988 · 3 yrs 3 mos
State Registrations26 states
ALAZCACOFLGAIAILKSKYMDMIMNNCNJNVNYORPASCTNTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.