Todd Smith is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
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
3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305
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Regulatory History (1)
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Criminal
September 1990Final Disposition
Other Business Activities
Todd is on the advisory board of the Burge Club, a private social club, and a board member of The Piedmont Driving Club, another private club. He spends minimal time on these activities outside of business hours.
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.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1994 - June 2009 · 14 yrs 11 mos
State Registrations38 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.