TS
TS

Timothy Sattley

21 Years of Experience
Barrington, IL
Broker

Timothy Sattley is a registered investment advisor at Morgan Stanley, based in Barrington, IL, with 21 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

760 West Main Street, Barrington, IL, 60010

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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 an employee at Harper Community College since 2008 and a science fiction author since 2021. He also owns TSG, High Dive Games, a recreation, art/culture business.

Employment History
Current Registrations
Morgan Stanley
November 2010 - Present · 15 yrs 6 mos
Morgan StanleyBroker
November 2010 - Present · 15 yrs 6 mos
Previous Registrations
Chase Investment Services CORP.
October 2005 - November 2010 · 5 yrs 1 mo
Chase Investment Services CORP.Broker
September 2005 - November 2010 · 5 yrs 2 mos
PFS Investments INC.Broker
August 2001 - December 2002 · 1 yr 4 mos
State Registrations16 states
AZCACOFLGAILINKSMDMINCNYSCTXUTWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.