TP
TP

Timothy Peach

19 Years of Experience
Dallas, TX
1 DisclosureBroker

Timothy Peach is a registered investment advisor at Morgan Stanley, based in Dallas, TX, with 19 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

8383 Preston Center Plaza, Suite 400, Dallas, TX, 75225

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2008
Closed-No Action
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
May 2006 - June 2009 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
April 2006 - June 2009 · 3 yrs 2 mos
State Registrations42 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHOKORPASCTNTXUTVAWAWIWY
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.