TG
TG
Theodore Govedarica
47 Years of Experience
Naples, FL
2 DisclosuresBroker
Theodore Govedarica is a registered investment advisor at Morgan Stanley, based in Naples, FL, with 47 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
Naples, FL
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Regulatory History (2)
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Customer Dispute
March 2011Denied
Customer Dispute
December 1987Settled
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
May 2002 - April 2007 · 4 yrs 11 mos
Morgan Stanley Dw INC.Broker
March 1990 - April 2007 · 17 yrs 1 mo
Smith Barney, Harris Upham & CO., IncorporatedBroker
January 1979 - March 1990 · 11 yrs 2 mos
State Registrations22 states
AZCACOFLGAILINMAMIMNMONCNHNVNYOHPATNTXVAWAWI
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.