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Timothy Haugaard

31 Years of Experience
Deland, FL
Broker

Timothy Haugaard is a registered investment advisor at Morgan Stanley, based in Deland, FL, 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

142 South Woodland Boulevard, Suite 100, Deland, FL, 32720

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Timothy works as a musician/drummer for the Little Theater of New Smyrna Beach, dedicating about 10-20% of his time outside of business hours. He also works as a musician for a theater show and plays music at Stetson Baptist Church, dedicating about a quarter of his time and minimal time respectively, 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.
March 1995 - June 2009 · 14 yrs 3 mos
Citigroup Global Markets INC.Broker
February 1995 - June 2009 · 14 yrs 4 mos
Chatfield Dean & CO., INC.Broker
August 1994 - September 1994 · 1 mo
State Registrations51 states
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Exams
No exam information available for this advisor.