T. Naples is a registered investment advisor at Morgan Stanley, based in Hudson, OH, 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
36 East Streetsboro Street, Hudson, OH, 44236
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Regulatory History (2)
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Customer Dispute
November 2005Settled
Customer Dispute
August 2003Settled
Other Business Activities
T. is a board member for Atrium Villas condo association since 2013. T. is also a board member at Laurel Lake Retirement Community since April 2023, spending minimal time on business development and growth.
Employment History
Current Registrations
Morgan Stanley
November 2011 - Present · 14 yrs 10 mos
Morgan StanleyBroker
November 2011 - Present · 14 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
February 2007 - November 2011 · 4 yrs 9 mos
UBS Financial Services INC.
February 2007 - November 2011 · 4 yrs 9 mos
Mcdonald Investments INC.
October 2005 - February 2007 · 1 yr 4 mos
Mcdonald Investments INC.Broker
December 1998 - February 2007 · 8 yrs 2 mos
State Registrations32 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.