Ronald Tolle is a registered investment advisor at Morgan Stanley, based in Folsom, CA, with 36 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
2365 Iron Point Road, Suite 235, Folsom, CA, 95630
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Regulatory History (1)
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Customer Dispute
June 2004Denied
Employment History
Current Registrations
Morgan StanleyBroker
July 2013 - Present · 12 yrs 10 mos
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
July 2003 - July 2013 · 10 yrs
UBS Financial Services INC.
July 2003 - July 2013 · 10 yrs
Wachovia Securities, LLC
July 2003 - July 2003 · 0 mos
Wachovia Securities, LLCBroker
July 2003 - July 2003 · 0 mos
Prudential Securities Incorporated
July 1997 - July 2003 · 6 yrs
Prudential Securities IncorporatedBroker
May 1995 - July 2003 · 8 yrs 2 mos
Smith Barney INC.Broker
July 1993 - June 1995 · 1 yr 11 mos
Lehman Brothers INC.Broker
March 1990 - July 1993 · 3 yrs 4 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.