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Candice Tohme
27 Years of Experience
Wilkes Barre, PA
1 DisclosureBroker
Candice Tohme is a registered investment advisor at Morgan Stanley, based in Wilkes Barre, PA, with 27 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
Cross Creeke Pointe Suite 401, 1065 Highway 315, Wilkes Barre, PA, 18702
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2003Denied
Employment History
Current Registrations
Morgan Stanley
May 2010 - Present · 16 yrs
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.Broker
September 2001 - June 2009 · 7 yrs 9 mos
Prudential Securities IncorporatedBroker
May 1998 - October 2001 · 3 yrs 5 mos
State Registrations18 states
CACODEFLGAINMAMDNCNHNJNMNYOHPASCTXVA
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.