Merri Toulas is a registered investment advisor at Morgan Stanley, based in Hunt Valley, MD, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
303 International Circle, Suite 500, Hunt Valley, MD, 21030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Merri is a sole proprietor/owner of an art/culture business in Cockeysville, Maryland since March 2020. She spends about 10-20% of her time on sales/marketing, customer service, business development/growth, and administrative tasks related to this business.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Investment Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
First Union Brokerage Services, INC.Broker
Signet Financial Services,inc.Broker
State Registrations40 states
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