TW
CFP
TW
CFP
Timothy Whyte is a CFP-designated registered investment advisor at Morgan Stanley, based in Morristown, NJ, 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
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (1)
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Customer Dispute
March 2009Denied
Other Business Activities
Timothy has a successor role in an estate matter in Brick, New Jersey, since 2041. This activity requires minimal time during business hours.
Employment History
Current Registrations
Morgan StanleyBroker
February 2015 - Present · 11 yrs 3 mos
Morgan Stanley
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - February 2015 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - February 2015 · 5 yrs 4 mos
Banc of America Investment Services, INC.
May 2008 - October 2009 · 1 yr 5 mos
Banc of America Investment Services, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1999 - May 2008 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1999 - May 2008 · 9 yrs
Dljdirect INC.Broker
June 1997 - March 1999 · 1 yr 9 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
September 1996 - June 1997 · 9 mos
State Registrations34 states
ALAZCACOCTDCDEFLGAILMAMDMEMIMNMONCNHNJNMNVNYOHORPARISCTNTXUTVAWAWIWY
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.