Timothy Dixon is a registered investment advisor at Morgan Stanley, based in Boise, ID, with 27 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
101 South Capitol Boulevard, Suite 401, Boise, ID, 83702
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
November 2002Final Disposition
Customer Dispute
January 2002Settled
Customer Dispute
February 2001Settled
Customer Dispute
June 2000Closed-No Action
Other Business Activities
Timothy is involved in several outside business activities, including managing Santana Ranch LLC, Dixon Family Farm, and acting as an agent/personal representative for an estate and trustee/co-trustee for multiple trusts. These activities involve minimal time commitment.
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO., IncorporatedBroker
March 2001 - March 2002 · 1 yr
Morgan Stanley
January 1999 - April 2007 · 8 yrs 3 mos
Morgan Stanley Dw INC.Broker
August 1998 - April 2007 · 8 yrs 8 mos
State Registrations35 states
AKAZCACODCFLGAHIIDILINKSKYMAMDMIMNMOMTNCNENJNMNVNYOHORPASCTXUTVAWAWIWY
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.