Timothy Emerson is a registered investment advisor at Morgan Stanley, based in Houma, LA, 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
1214 St. Charles Street, Houma, LA, 70360
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Regulatory History (1)
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Customer Dispute
March 2009Denied
Other Business Activities
Timothy is a sole proprietor and public notary since 2014, which is not investment related. He also works as a class instructor at Tulane University, dedicating about a quarter of his time during business hours to grading CFA exams and teaching.
Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker, IncorporatedBroker
March 1991 - February 2006 · 14 yrs 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.