TP
TP

Timothy Pearce

34 Years of Experience
Lisle, IL
Broker

Timothy Pearce is a registered investment advisor at Morgan Stanley, based in Lisle, IL, 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

4225 Naperville Road, Suite 255, Lisle, IL, 60532

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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

Timothy is a committee member on the Finance Committee for the Village of Campton Hills since 2014. This requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2019 - Present · 7 yrs
Morgan StanleyBroker
July 2017 - Present · 9 yrs
Previous Registrations
Northern Trust Securities, INC.Broker
December 2013 - February 2016 · 2 yrs 2 mos
David A. Noyes & CompanyBroker
August 2012 - October 2013 · 1 yr 2 mos
Robert W. Baird & CO. Incorporated
June 2011 - May 2012 · 11 mos
Robert W. Baird & CO. IncorporatedBroker
June 2011 - May 2012 · 11 mos
Chase Investment Services CORP.
November 2010 - June 2011 · 7 mos
Chase Investment Services CORP.Broker
September 2009 - June 2011 · 1 yr 9 mos
UBS Financial Services INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
Vision Investment Services, INC.Broker
July 2006 - April 2007 · 9 mos
CUNA Brokerage Services, INC.Broker
October 2004 - May 2006 · 1 yr 7 mos
Invest Financial CorporationBroker
February 2004 - July 2004 · 5 mos
Vision Investment Services, INC.Broker
October 1999 - August 2004 · 4 yrs 10 mos
Focused Investments L.L.C.Broker
January 1998 - October 1999 · 1 yr 9 mos
First Chicago Nbd Investment Services, INC.Broker
March 1996 - July 1997 · 1 yr 4 mos
Essex National Securities, INC.Broker
March 1993 - March 1996 · 3 yrs
Linsco/private Ledger CORP.Broker
September 1990 - March 1993 · 2 yrs 6 mos
Kanon Bloch Carre & CO., INC.Broker
August 1989 - September 1990 · 1 yr 1 mo
First Investors CorporationBroker
July 1988 - January 1990 · 1 yr 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.
Timothy Pearce - Financial Advisor | TrueAdvisor