Thomas Cleary is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 39 years of industry experience. Thomas 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
201 East Pine Street 11th Floor, Orlando, FL, 32801
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Regulatory History (2)
Customer Dispute
October 2009Customer Dispute
September 2008Other 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
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations41 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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