TC
TC

Thomas Custer

28 Years of Experience
Rockford, IL
Broker

Thomas Custer is a registered investment advisor at Morgan Stanley, based in Rockford, IL, 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

2126 N. Perryville Road, Rockford, IL, 61107

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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

Thomas is an employee of KRA I LLC, a real estate business, since 2009. He dedicates minimal time to this activity, both during and after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Morgan Stanley & CO. Incorporated
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.
April 1998 - January 2008 · 9 yrs 9 mos
Citigroup Global Markets INC.Broker
March 1998 - January 2008 · 9 yrs 10 mos
State Registrations35 states
AKALAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMIMNMOMTNCNJNYOHORPASCSDTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.