Jonathan Torop is a registered investment advisor at Morgan Stanley, based in New York, NY, with 26 years of industry experience. Jonathan 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
55 East 52nd Street, 12th Floor, New York, NY, 10055
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2011Other Business Activities
Jonathan is a trustee for The Middle Eastern Forum, an educational and research organization. He is also a trustee for The Washington Institute for Near East Policy, a think tank.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
Goldman, Sachs & CO.Broker
State Registrations19 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
- David LewMorgan Stanley
- Jonathan BernsteinMorgan Stanley
- Neil SternMorgan Stanley
- Grayson CookMorgan Stanley
- Barry Siegel, CFPMorgan Stanley
- James Deleener, CFAMorgan Stanley