TC
TC

Timothy Carr

59 Years of Experience
Mequon, WI
Broker

Timothy Carr is a registered investment advisor at Morgan Stanley, based in Mequon, WI, with 59 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
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Location

11501 North Port Washington, Mequon, WI, 53092

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Timothy is a limited partner in Washington House Association Partnership, which was not initially reported. He also holds an appointed government position on the City of Mequon Economic Development Board and rents farmland to Lueders Farm.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
December 2003 - April 2007 · 3 yrs 4 mos
Morgan Stanley Dw INC.Broker
January 1980 - April 2007 · 27 yrs 3 mos
Dain, Bosworth IncorporatedBroker
May 1979 - February 1980 · 9 mos
A. G. Becker IncorporatedBroker
July 1978 - May 1979 · 10 mos
Becker Securities IncorporatedBroker
February 1975 - July 1978 · 3 yrs 5 mos
Thomson Mckinnon Securities INC.Broker
September 1966 - March 1975 · 8 yrs 6 mos
State Registrations28 states
AZCACOCTFLGAIAILINKYMAMDMIMNMTNCNJNVNYOHOKORTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Carr - Financial Advisor | TrueAdvisor