Timothy Osgood is a registered investment advisor at Morgan Stanley, based in Austin, TX, with 31 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
301 Congress Avenue, Suite 1400, Austin, TX, 78701
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Regulatory History (1)
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Customer Dispute
November 2008Withdrawn
Other Business Activities
Timothy is a partner in Tiki Island Resort, a family-owned rental property since 1979, and helps with bills and maintenance. He inherited the property in 2019 and spends minimal time on this investment-related activity.
Employment History
Current Registrations
Morgan Stanley
January 2012 - Present · 14 yrs 4 mos
Morgan Stanley
January 2012 - Present · 14 yrs 4 mos
Morgan StanleyBroker
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Chase Investment Services CORP.
March 2001 - January 2012 · 10 yrs 10 mos
Chase Investment Services CORP.Broker
October 2000 - January 2012 · 11 yrs 3 mos
USAA Investment Management CompanyBroker
October 1993 - December 1999 · 6 yrs 2 mos
First Investors CorporationBroker
September 1990 - October 1990 · 1 mo
State Registrations14 states
CACOFLILLAMINCNHNYOHORRITXVA
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.