TU
TU

Todd Urowsky

27 Years of Experience
Atlanta, GA
Broker

Todd Urowsky is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 27 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

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd is the proprietor and owner of Upski LLC, a real estate rental company, since 2019. He oversees the rental property and has a 100% investment in the company.

Employment History
Current Registrations
Morgan StanleyBroker
November 2025 - Present · 10 mos
Morgan Stanley
November 2025 - Present · 10 mos
Previous Registrations
UBS Financial Services INC.
July 2010 - November 2025 · 15 yrs 4 mos
UBS Financial Services INC.Broker
July 2010 - November 2025 · 15 yrs 4 mos
The Ayco Company,l.p.
February 2003 - August 2010 · 7 yrs 6 mos
Mercer Allied Company, L.P.Broker
February 1999 - August 2010 · 11 yrs 6 mos
State Registrations46 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Todd Urowsky - Financial Advisor | TrueAdvisor