Todd Roop is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 17 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
2330 West Joppa Road, Suite 255, Lutherville, MD, 21093
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs
Morgan StanleyBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.Broker
April 2018 - January 2022 · 3 yrs 9 mos
Raymond James & Associates, INC.Broker
September 2016 - April 2017 · 7 mos
Deutsche Bank Securities INC.Broker
May 2007 - September 2016 · 9 yrs 4 mos
Tamaron Investments, INC.Broker
September 1992 - October 1992 · 1 mo
State Registrations51 states
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.