Toeanzar Norment
Toeanzar Norment is a registered investment advisor at Morgan Stanley, based in Mishawaka, IN, with 22 years of industry experience. Toeanzar is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN, 46545
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2018Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Amvescap Services, INC.Broker
State Registrations53 states
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
More Advisors
- David Graham, CFPMorgan Stanley
- Michael Nicolini, CFPChoreo, LLC
- Thomas Polaski, CFPAmeriprise Financial Services, LLC
- Jonathan Cisna, CFPD.A. Davidson & CO.
- Octavian Sayumwe, CFPSym Financial Advisors
- Kirk Loerwald, CFPSax Wealth Advisors, LLC