TM
TM

Timothy Metcalf

21 Years of Experience
Scottsdale, AZ
Broker

Timothy Metcalf is a registered investment advisor at Morgan Stanley, based in Scottsdale, AZ, 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
Loading...

Location

14850 North Scottsdale Road, Suite 600, Scottsdale, AZ, 85254

Get directions

History

Regulatory History
Clean regulatory record

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.

Learn about disclosures →
Other Business Activities

Timothy is an owner/partner/manager of Beashouse LLC, formed in 2017 to own a vacation rental home in Puerto Penasco, Mexico. He spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan Stanley
May 2017 - Present · 9 yrs
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
October 2012 - May 2017 · 4 yrs 7 mos
J.P. Morgan Securities LLC
October 2012 - May 2017 · 4 yrs 7 mos
Chase Investment Services CORP.
November 2007 - October 2012 · 4 yrs 11 mos
Chase Investment Services CORP.Broker
July 2005 - October 2012 · 7 yrs 3 mos
Banc One Securities CorporationBroker
December 2004 - July 2005 · 7 mos
State Registrations38 states
AKALARAZCACOCTDCDEFLIAIDILINKSLAMDMIMNMOMSMTNCNENMNVNYOHORPASCTNTXVAWAWIWVWY
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.
Timothy Metcalf - Financial Advisor | TrueAdvisor