Thomas Tonkovich is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 19 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
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Regulatory History (1)
Customer Dispute
April 2019Other Business Activities
Thomas owns a stake in Philly Pretzel Company since 2016. He spends a few hours per week on this activity, none of which occurs during trading hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
UBS Financial Services INC.Broker
State Registrations45 states
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
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