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Tamara Weatherly is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 22 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
5001 Spring Valley Road, Suite 900W, Dallas, TX, 75244
Get directionsHistory
Regulatory History (1)
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Criminal
June 2023Final Disposition
Employment History
Current Registrations
Morgan Stanley
March 2014 - Present · 12 yrs 2 mos
Morgan StanleyBroker
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
May 2012 - January 2013 · 8 mos
Wells Fargo Advisors, LLC
May 2012 - January 2013 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - June 2012 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2005 - June 2012 · 6 yrs 6 mos
UBS Financial Services INC.
March 2003 - December 2005 · 2 yrs 9 mos
UBS Financial Services INC.Broker
March 2003 - December 2005 · 2 yrs 9 mos
Salomon Smith Barney INC.
November 2002 - February 2003 · 3 mos
Salomon Smith Barney INC.Broker
June 2002 - February 2003 · 8 mos
State Registrations43 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.