Todd Allen is a registered investment advisor at Morgan Stanley, based in Olean, NY, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
202 West State Street, Olean, NY, 14760
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Todd is a member of the investment committee/board of directors for the Jamestown Community College Foundation since January 2019. He spends minimal time reviewing account statements, performance, and adherence to the foundation's investment policy.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
Bodell Overcash Anderson & CO., INC.Broker
Hibbard Brown & CO., INC.Broker
State Registrations27 states
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.