TP
TP

Thomas Perrone

33 Years of Experience
Louisville, KY
Broker

Thomas Perrone is a registered investment advisor at Morgan Stanley, based in Louisville, KY, 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

4969 US Highway 42, Suite 1200, Louisville, KY, 40222

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History

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.

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Other Business Activities

Thomas is involved with several organizations in Louisville, Kentucky, including Assumption High School, Ursuline Society Academy of Education Fund, St. Xavier High School, and the Archdiocese of Louisville. He serves on investment committees, as a board member, and on an advisory board, dedicating a few hours per week to these activities.

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.
January 2004 - June 2009 · 5 yrs 5 mos
Citigroup Global Markets INC.Broker
February 2000 - June 2009 · 9 yrs 4 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
March 1993 - February 2000 · 6 yrs 11 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Thomas Perrone - Financial Advisor | TrueAdvisor