TC
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Timothy Conley is a registered investment advisor at Morgan Stanley, based in Bethesda, MD, 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
7500 Old Georgetown Road 10th Floor, Bethesda, MD, 20814
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Regulatory History (4)
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Financial
July 2023Final
Financial
May 2023Final
Financial
May 2023Final
Financial
February 2023Final
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
June 2007 - June 2009 · 2 yrs
Citigroup Global Markets INC.Broker
April 2007 - June 2009 · 2 yrs 2 mos
State Registrations20 states
ALCACODCDEFLKSLAMDMENCNHNJNMNYOKSCTXUTVA
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.