Thomas Schreck is a registered investment advisor at Morgan Stanley, based in Wyomissing, PA, 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
Loading...
Location
1350 Broadcasting Road, Suite 100, Wyomissing, PA, 19610
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
December 2010 - Present · 15 yrs 5 mos
Morgan StanleyBroker
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Janney Montgomery Scott LLC
March 2006 - December 2010 · 4 yrs 9 mos
Janney Montgomery Scott LLCBroker
October 2000 - December 2010 · 10 yrs 2 mos
First Union Securities, INC.Broker
October 2000 - November 2000 · 1 mo
First Union Brokerage Services, INC.Broker
May 1998 - October 2000 · 2 yrs 5 mos
First Clearing CorporationBroker
July 1996 - September 1998 · 2 yrs 2 mos
Meridian Securities, INC.Broker
October 1994 - August 1996 · 1 yr 10 mos
State Registrations28 states
AZCACOCTDCDEFLGAHIILINMAMDMEMIMNNCNJNMNVNYOHORPARISCTXVA
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.