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Todd Anderson

37 Years of Experience
Greenville, DE
Broker

Todd Anderson is a registered investment advisor at Morgan Stanley, based in Greenville, DE, 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
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Location

500 DuPont Field Blvd., Suite 300, Greenville, DE, 19807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Todd is an owner/investor in Tar Devils LLC since 2016 and a successor trustee for a trust since 1997, dedicating minimal time to the latter. He is also a board member and on the finance committee for First State Squash, a youth sports and education organization, spending a few hours per week on this activity.

Employment History
Current Registrations
Morgan Stanley
May 2013 - Present · 13 yrs
Morgan StanleyBroker
May 2013 - Present · 13 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1998 - June 2013 · 15 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1989 - June 2013 · 24 yrs 5 mos
State Registrations30 states
AZCACOCTDCDEFLGAILINMAMDMSMTNCNHNJNVNYOHORPARISCTNTXVAWAWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Todd Anderson - Financial Advisor | TrueAdvisor