Thomas Urfer is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas owns rental property since 2018, acting as a landlord. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
H&r Block Financial Advisors, INC.Broker
State Registrations43 states
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