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Stephanie Tonra

25 Years of Experience
Atlanta, GA
Broker

Stephanie Tonra is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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

3280 Peachtree Road Northeast, Suite 2000, Pwm, Atlanta, GA, 30305

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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

Stephanie serves as power of attorney for her mother since 2020. This activity is investment-related.

Employment History
Current Registrations
Morgan Stanley
November 2025 - Present · 8 mos
Morgan Stanley
November 2025 - Present · 8 mos
Morgan StanleyBroker
November 2025 - Present · 8 mos
Previous Registrations
UBS Financial Services INC.
April 2021 - November 2025 · 4 yrs 7 mos
UBS Financial Services INC.Broker
April 2021 - November 2025 · 4 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 2019 - April 2021 · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
September 2019 - April 2021 · 1 yr 7 mos
UBS Financial Services INC.
September 2008 - October 2019 · 11 yrs 1 mo
UBS Financial Services INC.Broker
February 2008 - October 2019 · 11 yrs 8 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - March 2008 · 11 mos
Morgan Stanley Dw INC.Broker
December 2000 - April 2007 · 6 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.