Marsha Thorne is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 23 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
13024 Ballantyne Corporate Place, Suite 150, Charlotte, NC, 28277
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
June 2018 - Present · 7 yrs 11 mos
Morgan StanleyBroker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
First Citizens Investor Services, INC.Broker
August 2015 - September 2017 · 2 yrs 1 mo
Wells Fargo Advisors, LLCBroker
December 2014 - August 2015 · 8 mos
Wunderlich Securities, INC.Broker
March 2007 - July 2014 · 7 yrs 4 mos
Capital Securities of America, INC.Broker
November 2005 - March 2007 · 1 yr 4 mos
Advest, INC.Broker
October 2005 - December 2005 · 2 mos
Fifth Third Securities, INC.Broker
October 2002 - March 2005 · 2 yrs 5 mos
Morgan Stanley Dw INC.Broker
December 2000 - October 2002 · 1 yr 10 mos
State Registrations52 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.