TG
TG

Timothy Garrity

35 Years of Experience
Hyannis, MA
Broker

Timothy Garrity is a registered investment advisor at Morgan Stanley, based in Hyannis, MA, with 35 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

45 North Street, Hyannis, MA, 02601

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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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Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2007 - June 2009 · 2 yrs 1 mo
UBS Financial Services INC.Broker
April 1999 - June 2007 · 8 yrs 2 mos
Salomon Smith Barney INC.Broker
July 1993 - April 1999 · 5 yrs 9 mos
Lehman Brothers INC.Broker
July 1990 - July 1993 · 3 yrs
State Registrations18 states
CACOCTFLGAHIMAMDMENHNYOHPARITXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Garrity - Financial Advisor | TrueAdvisor