Theodore Khoury
Theodore Khoury is a registered investment advisor at Morgan Stanley, based in Northfield, NJ, with 26 years of industry experience. Theodore 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
376 Tilton Road, Northfield, NJ, 08225
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2008Other Business Activities
Theodore is a notary public, has ownership stakes in Water Dog Smoke House LLC, Atlantic One Tilton, and Jersey Devil Surf, and owns rental properties including OCHeights, LLC. He dedicates minimal time to these activities.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
State Registrations38 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
More Advisors
- John KelleyMorgan Stanley
- Rosa LeaceMorgan Stanley
- Charles MalamutMorgan Stanley
- Lawrence MalamutMorgan Stanley
- Amy Godfrey, CFPMorgan Stanley
- Thomas HurleyMorgan Stanley