TD
TD
Trevor Dare is a registered investment advisor at Morgan Stanley, based in Menlo Park, CA, 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
2882 Sand Hill Road, Suite 200, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History (2)
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Customer Dispute
March 2003Denied
Customer Dispute
March 2001Denied
Employment History
Current Registrations
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Morgan Stanley
July 2012 - Present · 13 yrs 10 mos
Morgan StanleyBroker
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
UBS Financial Services INC.
February 2003 - August 2012 · 9 yrs 6 mos
UBS Financial Services INC.Broker
February 2003 - August 2012 · 9 yrs 6 mos
Salomon Smith Barney INC.
July 1997 - March 2003 · 5 yrs 8 mos
Salomon Smith Barney INC.Broker
October 1996 - March 2003 · 6 yrs 5 mos
State Registrations29 states
ALARAZCACOCTDCFLHIIDMAMDMIMNNCNJNVNYORPARISCSDTXUTVAVTWAWY
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.