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Timothy Skelly

40 Years of Experience
Newport Beach, CA
1 DisclosureBroker

Timothy Skelly is a registered investment advisor at Morgan Stanley, based in Newport Beach, CA, with 40 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

800 Newport Center Drive, Suite 500, Newport Beach, CA, 92660

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History

Regulatory History (1)
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Judgment / Lien
October 2025
Other Business Activities

Timothy is a partner at El.Skel Enterprises LLC, an investment-related business focused on music, art, and fashion, spending a few hours per week outside business hours. He also works as a guest lecturer for IWI - Investments & Wealth Institute, lecturing on investment management and fiduciary education a few hours per week during business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
December 1994 - June 2009 · 14 yrs 6 mos
Painewebber IncorporatedBroker
March 1986 - December 1994 · 8 yrs 9 mos
State Registrations49 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.