TB
TB

Timothy Bryan

24 Years of Experience
Scottsdale, AZ
Broker

Timothy Bryan is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, with 24 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

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Timothy is involved in real estate property management as a sole proprietor/owner for Dax Ventures LLC since 2020, Kelton Drive since 2021, and a private rental property since 2025. These activities take minimal time outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
September 2020 - Present · 5 yrs 10 mos
Morgan Stanley
September 2020 - Present · 5 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLC.
October 2009 - September 2020 · 10 yrs 11 mos
Ameriprise Financial Services, LLCBroker
October 2009 - September 2020 · 10 yrs 11 mos
Ameriprise Advisor Services, INC.
June 2009 - October 2009 · 4 mos
Ameriprise Advisor Services, INC.Broker
May 2009 - October 2009 · 5 mos
Citigroup Global Markets INC.Broker
August 2003 - May 2009 · 5 yrs 9 mos
Wachovia Securities, LLC
October 2001 - August 2003 · 1 yr 10 mos
Wachovia Securities, LLCBroker
March 2001 - August 2003 · 2 yrs 5 mos
State Registrations49 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.