TI
CFP
TI
CFP

Thomas Israel

22 Years of Experience
Birmingham, AL
Broker

Thomas Israel is a CFP-designated registered investment advisor at Morgan Stanley, based in Birmingham, AL, with 22 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

3500 Colonnade Parkway, Suite 200, Birmingham, AL, 35243

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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

Thomas is a general partner/managing member of RBDD, LLC, formed for owning a boat for personal use, dedicating minimal time annually. He also serves as trustee/co-trustee and executor/co-executor for multiple trusts and estates, and is a partner at Barefoot and Beloved Design, LLC, and a board member at Vestavia Country Club.

Employment History
Current Registrations
Morgan Stanley
June 2022 - Present · 3 yrs 11 mos
Morgan StanleyBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2004 - June 2022 · 18 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2003 - June 2022 · 18 yrs 6 mos
State Registrations36 states
ALARAZCACOCTDCDEFLGAHIILINKSKYLAMAMIMNMOMSNCNJNVNYOHPARISCSDTNTXUTVAWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.