Thomas Bidwell
Thomas Bidwell is a registered investment advisor at Morgan Stanley, based in Centerville, OH, with 32 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
7777 Washington Village Drive, Suite 100, Centerville, OH, 45459
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Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Thomas is an adjunct instructor at the University of Dayton, an activity that is not investment-related. Any time devoted to this is outside of securities trading hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations28 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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