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Eileen Tiefenthaler

34 Years of Experience
Westport, CT
Broker

Eileen Tiefenthaler is a registered investment advisor at Morgan Stanley, based in Westport, CT, with 34 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

500 Post Road East, 3rd Floor, Westport, CT, 06880

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History

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.

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Other Business Activities

Eileen serves as an executor or co-executor for an estate since February 2020. This activity is investment-related and primarily occurs during business hours.

Employment History
Current Registrations
Morgan Stanley
November 2012 - Present · 13 yrs 6 mos
Morgan StanleyBroker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
UBS Financial Services INC.
February 1999 - November 2012 · 13 yrs 9 mos
UBS Financial Services INC.Broker
October 1991 - November 2012 · 21 yrs 1 mo
First Investors CorporationBroker
June 1987 - October 1987 · 4 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAILINKSLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTNTXVAVTWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Eileen Tiefenthaler - Financial Advisor | TrueAdvisor