Timothy Marino is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, with 20 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
Loading...
Location
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2016 - Present · 10 yrs 1 mo
Morgan StanleyBroker
February 2016 - Present · 10 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
March 2013 - February 2016 · 2 yrs 11 mos
Hsbc Securities (USA) INC.Broker
March 2009 - March 2011 · 2 yrs
Banc of America Investment Services, INC.Broker
January 2007 - March 2009 · 2 yrs 2 mos
PNC InvestmentsBroker
December 2004 - December 2006 · 2 yrs
Trillium Trading LLCBroker
February 2004 - March 2004 · 1 mo
Schonfeld Securities, LLCBroker
September 2002 - December 2003 · 1 yr 3 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAHIIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.