BT
BT

Brian Tarquinio

24 Years of Experience
Sewickley, PA
Broker

Brian Tarquinio is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, 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

2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143

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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

Brian is a board member at South Hills Catholic Academy, a partner at Thomas Joseph LLC, and a sole proprietor/owner of BJT Investments LLC. He dedicates minimal time outside of business hours to these activities.

Employment History
Current Registrations
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
July 2006 - June 2020 · 13 yrs 11 mos
UBS Financial Services INC.Broker
July 2006 - June 2020 · 13 yrs 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2002 - July 2006 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2002 - July 2006 · 4 yrs 4 mos
State Registrations36 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.