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Timothy Escobar
32 Years of Experience
San Antonio, TX
2 DisclosuresBroker
Timothy Escobar is a registered investment advisor at Morgan Stanley, based in San Antonio, TX, with 32 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
7600 Broadway, Suite 100, San Antonio, TX, 78209
Get directionsHistory
Regulatory History (2)
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Customer Dispute
December 2008Denied
Customer Dispute
May 2002Settled
Other Business Activities
Timothy is involved with the US Army Reserves since 1985, dedicating minimal time outside business hours. He is also a board member of the RI Flying Club since 2020, spending minimal time outside 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
Morgan Stanley & CO. Incorporated
October 2007 - June 2009 · 1 yr 8 mos
Morgan Stanley & CO. IncorporatedBroker
October 2007 - June 2009 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1997 - October 2007 · 10 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1993 - October 2007 · 14 yrs 5 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRSCSDTNTXUTVAWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.