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Timothy Thomas

28 Years of Experience
Kennewick, WA
Broker

Timothy Thomas is a registered investment advisor at Morgan Stanley, based in Kennewick, WA, 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

8202 West Quinault Avenue, Suite-A110, Kennewick, WA, 99336

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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

Timothy is the sole proprietor/owner of Jaguar Properties, LLC, a real estate business, since April 2020. This activity does not appear to require a significant time commitment.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
September 2001 - June 2009 · 7 yrs 9 mos
Citigroup Global Markets INC.Broker
August 2001 - June 2009 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1998 - October 2001 · 3 yrs 8 mos
State Registrations37 states
AKARAZCACODCFLGAHIIAIDILKSMAMDMEMIMOMTNCNDNENJNVNYOHOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.