TP
CFP
TP
CFP
Theodore Pohl is a CFP-designated registered investment advisor at Morgan Stanley, based in Palm Harbor, FL, with 30 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
4114 Woodlands Parkway, Suite 200, Palm Harbor, FL, 34685
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2020Denied
Other Business Activities
Theodore is a joint owner of rental property in Glenwood Springs, CO since 2009, dedicating minimal time. He also owns two real estate properties in Clearwater, Florida, managing them since 2020 and 2021, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
August 2007 - June 2009 · 1 yr 10 mos
Wachovia Securities, LLC
October 2000 - August 2007 · 6 yrs 10 mos
Wachovia Securities, LLCBroker
October 2000 - August 2007 · 6 yrs 10 mos
First Union Brokerage Services, INC.Broker
May 1998 - October 2000 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1996 - May 1998 · 2 yrs 4 mos
Buckhead Financial CorporationBroker
March 1994 - July 1994 · 4 mos
State Registrations32 states
ALAZCACOCTDCFLGAIDILINKSLAMAMDMIMNMONCNJNYOHOKORPARISCTNTXUTVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.