T. Naples is a registered investment advisor at Morgan Stanley, based in Hudson, OH, with 27 years of industry experience. T. 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
36 East Streetsboro Street, Hudson, OH, 44236
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2005Customer Dispute
August 2003Other 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
Morgan StanleyBroker
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations32 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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