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Timothy Ely

32 Years of Experience
Troy, MI
Broker

Timothy Ely is a registered investment advisor at Morgan Stanley, based in Troy, MI, 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

101 West Big Beaver Road, Suite 1200, Troy, MI, 48084

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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

Timothy assists with accounting records for Novi Oaks Dental, his wife's business. This activity is not investment-related.

Employment History
Current Registrations
Morgan Stanley
September 2010 - Present · 15 yrs 8 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 1995 - April 2007 · 12 yrs 1 mo
First of America Brokerage Service, INC.Broker
July 1994 - March 1995 · 8 mos
American Express Financial Advisors INC.Broker
July 1993 - July 1994 · 1 yr
Ids Life Insurance CompanyBroker
July 1993 - July 1994 · 1 yr
State Registrations25 states
AZCACOCTDEFLGAIAILINMAMIMNMTNCNJNYOHRISCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.