ST
CFP
ST
CFP

Scott Tonnesen

37 Years of Experience
Sarasota, FL
Broker

Scott Tonnesen is a CFP-designated registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 37 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
Loading...

Location

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

Get directions

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.

Learn about disclosures →
Other Business Activities

Scott owns a rental property in Longboat Key, FL since 2016. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2009 - June 2009 · 1 mo
Citigroup Global Markets INC.Broker
May 2009 - June 2009 · 1 mo
Wells Fargo Advisors, LLCBroker
January 2008 - May 2009 · 1 yr 4 mos
Wells Fargo Advisors, LLC
January 2008 - May 2009 · 1 yr 4 mos
A. G. Edwards & Sons, INC.
October 2003 - January 2008 · 4 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
January 1989 - January 2008 · 19 yrs
First Investors CorporationBroker
July 1988 - December 1988 · 5 mos
State Registrations30 states
AZCACOCTDEFLGAIAIDILINMAMDMEMONCNHNJNVNYORPASCTNTXVAVTWAWIWV
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.