Tammy Weston is a CFP-designated registered investment advisor at Morgan Stanley, based in Portland, ME, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Middle Street, 3rd Floor, Portland, ME, 04101
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Regulatory History
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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Tammy serves as an executor/co-executor for an estate and a trustee/co-trustee for a trust, both since February 2023. These activities, which are investment-related, require minimal time.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Key Investment Services LLCBroker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
State Registrations23 states
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