TB
TB

Ted Buckwalter

28 Years of Experience
South Jordan, UT
Broker

Ted Buckwalter is a registered investment advisor at Morgan Stanley, based in South Jordan, UT, 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

680 West 10000 South, South Jordan, UT, 84095

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Ted owns rental property in Herriman, Utah, since 2019. This activity is investment-related and requires minimal time.

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
E*trade Capital Management, LLC
December 2022 - September 2023 · 9 mos
E*trade Securities LLCBroker
November 2022 - September 2023 · 10 mos
Fidelity Brokerage Services LLCBroker
November 1997 - June 2012 · 14 yrs 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.