Tahesin Somji is a registered investment advisor at Morgan Stanley, based in Southlake, TX, with 26 years of industry experience. Tahesin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
1400 Civic Place, Suite 200, Southlake, TX, 76092
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Regulatory History (1)
Customer Dispute
February 2006Other 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
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Edward Jones
Edward JonesBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations40 states
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
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