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Tahesin Somji is a registered investment advisor at Morgan Stanley, based in Southlake, TX, 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
1400 Civic Place, Suite 200, Southlake, TX, 76092
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2006Denied
Other Business Activities
Tahesin owns rental property in Arlington, Texas, since 2012. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 4 yrs
Morgan Stanley
September 2022 - Present · 4 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2007 - September 2022 · 15 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2007 - September 2022 · 15 yrs 5 mos
Edward Jones
April 2007 - May 2007 · 1 mo
Edward JonesBroker
January 2000 - May 2007 · 7 yrs 4 mos
American Express Financial Advisors INC.Broker
May 1998 - July 1998 · 2 mos
Ids Life Insurance CompanyBroker
May 1998 - July 1998 · 2 mos
State Registrations40 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.