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Tanya Munn

24 Years of Experience
Centerville, OH
Broker

Tanya Munn is a registered investment advisor at Morgan Stanley, based in Centerville, OH, with 24 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

7777 Washington Village Drive, Suite 100, Centerville, OH, 45459

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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

Tanya works in sales and marketing for Intele Travel Inc. This activity is not investment-related and takes about 10-20% of Tanya's time after business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
May 2005 - June 2009 · 4 yrs 1 mo
UBS Financial Services INC.Broker
September 2001 - June 2005 · 3 yrs 9 mos
State Registrations51 states
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Exams
No exam information available for this advisor.