Tonya Estes is a registered investment advisor at Morgan Stanley, based in Pensacola, FL, with 26 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
850 South Palafox Street, Suite 200, Pensacola, FL, 32502
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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 StanleyBroker
August 2023 - Present · 2 yrs 9 mos
Morgan Stanley
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2010 - August 2023 · 12 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2010 - August 2023 · 12 yrs 11 mos
Banc of America Investment Services, INC.
December 2008 - March 2009 · 3 mos
Banc of America Investment Services, INC.Broker
October 2006 - March 2009 · 2 yrs 5 mos
Wachovia Securities, LLCBroker
April 2005 - December 2005 · 8 mos
Liberty Securities CorporationBroker
August 1998 - April 2000 · 1 yr 8 mos
Independent Financial Securities, INC.Broker
January 1998 - August 1998 · 7 mos
Southtrust Securities, LLCBroker
September 1997 - April 2005 · 7 yrs 7 mos
State Registrations28 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.