TB
TB

Tj Belcher

29 Years of Experience
Tampa, FL
Broker

Tj Belcher is a registered investment advisor at Morgan Stanley, based in Tampa, 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

4050 West Boy Scout Boulevard, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tj owns rental property in Lenexa, Kansas since 2016. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan Stanley
October 2021 - Present · 4 yrs 7 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Financial Engines Advisors L.L.C.
March 2021 - October 2021 · 7 mos
TD Ameritrade, INC.
June 2009 - January 2021 · 11 yrs 7 mos
TD Ameritrade Investment Management, LLC
June 2009 - December 2020 · 11 yrs 6 mos
TD Ameritrade, INC.Broker
March 2009 - January 2021 · 11 yrs 10 mos
Ameriprise Advisor Services, INC.Broker
July 2007 - March 2009 · 1 yr 8 mos
American Century Brokerage, INC.Broker
March 2004 - December 2005 · 1 yr 9 mos
American Century Investment Services INC.Broker
November 2003 - June 2007 · 3 yrs 7 mos
Charles Schwab & CO., INC.
September 1998 - September 2003 · 5 yrs
Charles Schwab & CO., INC.Broker
November 1997 - September 2003 · 5 yrs 10 mos
Mercantile Investment Services, INC.Broker
July 1997 - August 1997 · 1 mo
Corelink Financial, INC.Broker
April 1997 - July 1997 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - April 1997 · 9 mos
Twentieth Century Securities, INC.Broker
February 1996 - July 1996 · 5 mos
Waddell & Reed, INC.Broker
July 1994 - December 1994 · 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.
Tj Belcher - Financial Advisor | TrueAdvisor