TK
TK
Theodore Khoury
26 Years of Experience
Northfield, NJ
1 DisclosureBroker
Theodore Khoury is a registered investment advisor at Morgan Stanley, based in Northfield, NJ, with 26 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
Loading...
Location
376 Tilton Road, Northfield, NJ, 08225
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2008Denied
Other 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
October 2020 - Present · 5 yrs 7 mos
Morgan Stanley
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2015 - October 2020 · 4 yrs 11 mos
Wells Fargo Advisors Financial Network, LLC
November 2015 - October 2020 · 4 yrs 11 mos
Janney Montgomery Scott LLC
October 2008 - November 2015 · 7 yrs 1 mo
Janney Montgomery Scott LLCBroker
October 2008 - November 2015 · 7 yrs 1 mo
Raymond James Financial Services
May 2006 - October 2008 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
May 2006 - October 2008 · 2 yrs 5 mos
Wachovia Securities, LLC
August 2002 - May 2006 · 3 yrs 9 mos
Wachovia Securities, LLCBroker
October 1999 - May 2006 · 6 yrs 7 mos
State Registrations35 states
AKAZCACOCTDCDEFLGAHIILINKYLAMAMDMEMIMNMONCNJNVNYOKORPARISCTXVAVTWAWIWY
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.