TI
TI

Theodore Waters

33 Years of Experience
Baltimore, MD
Broker

Theodore Waters is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 33 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

1201 Wills Street, Suite 700, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Theodore owns rental property since 2014 and is a manager for H&A Patches LLC, a real estate company, since 2019. He also serves on the Investment and Finance Committees for St. Thomas Episcopal Church since June 2024, dedicating minimal time to this role.

Employment History
Current Registrations
Morgan Stanley
February 2014 - Present · 12 yrs 7 mos
Morgan StanleyBroker
February 2014 - Present · 12 yrs 7 mos
Previous Registrations
Deutsche Bank Securities INC.Broker
January 2001 - February 2014 · 13 yrs 1 mo
Db Alex. Brown LLCBroker
September 1997 - January 2001 · 3 yrs 4 mos
Deutsche Bank Securities INC.
October 1995 - February 2014 · 18 yrs 4 mos
Alex. Brown & Sons IncorporatedBroker
September 1993 - September 1997 · 4 yrs
T. Rowe Price Investment Services, INC.Broker
June 1992 - October 1993 · 1 yr 4 mos
State Registrations37 states
ALAZCACOCTDCDEFLGAILKSLAMAMDMEMNMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Theodore Waters - Financial Advisor | TrueAdvisor