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Andrew Thomas is a registered investment advisor at Morgan Stanley, based in Portland, ME, with 25 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
100 Middle Street, 3rd Floor, Portland, ME, 04101
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Regulatory History (1)
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Financial
December 2018Final
Other Business Activities
Andrew owns real estate in Gorham, ME since 2016. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
December 2005 - June 2009 · 3 yrs 6 mos
Citigroup Global Markets INC.Broker
July 2000 - June 2009 · 8 yrs 11 mos
State Registrations44 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.