Ronald Tolle is a registered investment advisor at Morgan Stanley, based in Folsom, CA, with 36 years of industry experience. Ronald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2365 Iron Point Road, Suite 235, Folsom, CA, 95630
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Regulatory History (1)
Customer Dispute
June 2004Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
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Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations32 states
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.
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