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Thomas Elrod is a registered investment advisor at Morgan Stanley, based in Vancouver, WA, 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
1701 Southeast Columbia River Drive, Suite 120, Vancouver, WA, 98661
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2001Denied
Other Business Activities
Thomas is a silent partner and lender providing a line of credit to TC Truckers LLC, an automotive/transportation business in Sparks, Nevada, since March 2023. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
October 1993 - June 2009 · 15 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - October 1993 · 3 yrs 7 mos
State Registrations31 states
ALAZCACOFLGAHIIDILINKSKYMAMIMNMONCNENMNVNYOKORSCSDTNTXUTWAWIWY
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.