Timothy Vediz is a CFA-designated registered investment advisor at Morgan Stanley, based in Kirkland, WA, with 14 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
4000 Carillon Point, Suite 600, Kirkland, WA, 98033
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
September 2021 - Present · 4 yrs 8 mos
Morgan Stanley
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2017 - September 2021 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - September 2021 · 4 yrs 1 mo
D.A. Davidson & CO.Broker
November 2014 - July 2017 · 2 yrs 8 mos
D.A. Davidson & CO.
October 2014 - July 2017 · 2 yrs 9 mos
Oppenheimer & CO. INC.Broker
January 2007 - September 2007 · 8 mos
Scudder Distributors, INC.Broker
August 2000 - May 2003 · 2 yrs 9 mos
State Registrations37 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.