TN
TN
Toeanzar Norment
21 Years of Experience
Mishawaka, IN
2 DisclosuresBroker
Toeanzar Norment is a registered investment advisor at Morgan Stanley, based in Mishawaka, IN, 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
4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN, 46545
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
July 2023Judgment / Lien
November 2018Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 7 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
October 2012 - September 2022 · 9 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2012 - September 2022 · 9 yrs 11 mos
Suntrust Investment Services, INC.
February 2012 - October 2012 · 8 mos
Suntrust Investment Services, INC.Broker
February 2012 - October 2012 · 8 mos
Wells Fargo Advisors, LLC
December 2007 - October 2011 · 3 yrs 10 mos
Wells Fargo Advisors, LLCBroker
November 2004 - October 2011 · 6 yrs 11 mos
Amvescap Services, INC.Broker
April 2004 - October 2004 · 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin 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.