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Thomas Sequist

21 Years of Experience
Colchester, VT
Broker

Thomas Sequist is a registered investment advisor at Morgan Stanley, based in Colchester, VT, 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

105 West View Road, 5th Floor, Colchester, VT, 05446

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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 the President and co-owner of Sequist Industries, a manufacturer and distributor of horse grooming tools, dedicating minimal time. He also works as a ski instructor at Stowe Mountain Resort nearly full-time outside of business hours and is the Vice President of The Stowe Tennis Club, spending minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
July 2004 - June 2009 · 4 yrs 11 mos
Citigroup Global Markets INC.Broker
May 2004 - June 2009 · 5 yrs 1 mo
State Registrations33 states
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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.