Todd Barlow is a registered investment advisor at Morgan Stanley, based in Peoria, IL, 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
211 Fulton Street, Suite 500A, Peoria, IL, 61602
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Regulatory History (1)
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Customer Dispute
October 1996Award / Judgment
Other Business Activities
Todd serves as a panelist for NASD dispute resolution and as treasurer for First Baptist Church, dedicating minimal time to each. He is also the president of the board for Genon Ministries, spending minimal time both during and after 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.
October 2002 - June 2009 · 6 yrs 8 mos
Citigroup Global Markets INC.Broker
August 2001 - June 2009 · 7 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
April 2000 - August 2001 · 1 yr 4 mos
Donald & CO. Securities INC.Broker
March 1996 - November 1999 · 3 yrs 8 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
May 1989 - March 1996 · 6 yrs 10 mos
Edward D. Jones & CO., L.P.Broker
August 1986 - July 1988 · 1 yr 11 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.