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Todd Twyman

32 Years of Experience
Louisville, KY
Broker

Todd Twyman is a registered investment advisor at Morgan Stanley, based in Louisville, KY, 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

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.

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Other Business Activities

Todd is a FINRA arbitrator, working as an independent contractor since 2016. He dedicates minimal time to this role.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2007 - April 2007 · 1 mo
Morgan Stanley Dw INC.Broker
March 2007 - April 2007 · 1 mo
Citigroup Global Markets INC.
February 2004 - March 2007 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
March 2002 - March 2007 · 5 yrs
UBS Painewebber INC.Broker
June 1994 - March 2002 · 7 yrs 9 mos
Edward D. Jones & CO., L.P.Broker
March 1994 - June 1994 · 3 mos
State Registrations42 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.