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Thomas Tonkovich is a registered investment advisor at Morgan Stanley, based in Sea Girt, NJ, with 18 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
2150 Highway 35, Suite 200, Sea Girt, NJ, 08750
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2019Award / Judgment
Other 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
December 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
December 2017 - Present · 8 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2012 - December 2017 · 5 yrs 3 mos
Wells Fargo Clearing Services, LLC
September 2012 - December 2017 · 5 yrs 3 mos
RBC Capital Markets, LLC
June 2008 - September 2012 · 4 yrs 3 mos
RBC Capital Markets, LLCBroker
April 2008 - September 2012 · 4 yrs 5 mos
UBS Financial Services INC.Broker
May 2007 - April 2008 · 11 mos
State Registrations44 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKYLAMAMDMEMIMNMOMTNCNHNJNMNVNYOHOKORPARISCTXUTVAVTWAWIWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.