TC
TC

Troy Cowdrey

19 Years of Experience
East Lansing, MI
Broker

Troy Cowdrey is a registered investment advisor at Morgan Stanley, based in East Lansing, MI, 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
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Location

East Lansing, MI

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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

Troy is a committee member of the Finance advisory board of directors for both the undergraduate and graduate departments at the Driehaus College of Business at DePaul University. This takes minimal time and is not investment related.

Employment History
Current Registrations
Morgan Stanley
August 2015 - Present · 11 yrs 1 mo
Morgan Stanley
July 2015 - Present · 11 yrs 2 mos
Morgan StanleyBroker
July 2015 - Present · 11 yrs 2 mos
Previous Registrations
Sterne, Agee & Leach, INC.Broker
May 2012 - March 2015 · 2 yrs 10 mos
Goldman, Sachs & CO.Broker
February 2010 - September 2011 · 1 yr 7 mos
Van Kampen Funds INC.Broker
April 2006 - February 2010 · 3 yrs 10 mos
Citigroup Global Markets INC.Broker
December 2005 - May 2006 · 5 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.