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Timothy Salzman
28 Years of Experience
Chesterfield, MO
1 DisclosureBroker
Timothy Salzman is a registered investment advisor at Morgan Stanley, based in Chesterfield, MO, with 28 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
14805 North Outer forty Road Suite 200, Chesterfield, MO, 63017
Get directionsHistory
Regulatory History (1)
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Criminal
June 1987Final Disposition
Other Business Activities
Timothy and his wife maintain a VRBO website to solicit renters for their condo rental property. Timothy is also involved with JORJT LLC in a sales capacity.
Employment History
Current Registrations
Morgan Stanley
April 2012 - Present · 14 yrs 1 mo
Morgan StanleyBroker
April 2012 - Present · 14 yrs 1 mo
Previous Registrations
Edward Jones
February 1999 - April 2012 · 13 yrs 2 mos
Edward JonesBroker
October 1997 - April 2012 · 14 yrs 6 mos
State Registrations44 states
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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.