TC
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Thomas Cleary is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 38 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 East Pine Street 11th Floor, Orlando, FL, 32801
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Regulatory History (2)
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Customer Dispute
October 2009Settled
Customer Dispute
September 2008Settled
Other Business Activities
Thomas is a member of CWN Holding of Central FL LLC, involved in private real estate purchases since 2011. He is also a partner in 7 Seas LLC, a family LLC for managing real estate holdings since 2016.
Employment History
Current Registrations
Morgan StanleyBroker
January 2026 - Present · 4 mos
Morgan Stanley
January 2026 - Present · 4 mos
Previous Registrations
UBS Financial Services INC.
February 2009 - January 2026 · 16 yrs 11 mos
UBS Financial Services INC.Broker
February 2009 - January 2026 · 16 yrs 11 mos
Morgan Stanley & CO. Incorporated
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - March 2009 · 1 yr 11 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
June 1987 - April 2007 · 19 yrs 10 mos
State Registrations41 states
ALARAZCACOCTDCFLGAIDILINKSKYLAMAMDMEMIMNMOMSNCNHNJNMNVNYOHOKORPAPRSCSDTNTXVAVTWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.