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Timothy Stotz is a registered investment advisor at Morgan Stanley, based in Hanover, NH, with 29 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
7 Allen Street, 2nd Floor, Hanover, NH, 03755
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Regulatory History (2)
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Customer Dispute
August 2011Settled
Customer Dispute
March 2008Denied
Other Business Activities
Timothy is involved with Stotz Family LLC, a real estate venture in Vermont, since 2021. He dedicates minimal time to this investment-related activity 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
Morgan Stanley & CO. Incorporated
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 2000 - August 2007 · 6 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1996 - August 2007 · 11 yrs
State Registrations44 states
AKALAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHORPARISCTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.