TP
TP

Timothy Prete

29 Years of Experience
Key Largo, FL
Broker

Timothy Prete is a registered investment advisor at Morgan Stanley, based in Key Largo, FL, with 29 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

Key Largo, FL

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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 is the sole proprietor/owner of Debajati LLC, a food service technology company, and spends minimal time on development/invention. He is also the sole proprietor/owner of Health and Hospitality Technologies LLC, focusing on business development/growth for about a few hours per week.

Employment History
Current Registrations
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan Stanley
June 2010 - Present · 15 yrs 11 mos
Morgan StanleyBroker
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
January 2007 - June 2010 · 3 yrs 5 mos
UBS Financial Services INC.Broker
January 2007 - June 2010 · 3 yrs 5 mos
Wachovia Securities, LLCBroker
October 2000 - December 2005 · 5 yrs 2 mos
First Union Brokerage Services, INC.Broker
December 1996 - October 2000 · 3 yrs 10 mos
Fis Securities, INC.Broker
September 1993 - January 1995 · 1 yr 4 mos
Shawmut Brokerage, INC.Broker
May 1993 - August 1993 · 3 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAHIIDILKSLAMAMDMEMIMOMTNCNHNJNVNYOHOKORPARISCSDTNTXUTVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.