Tonya Umbehagen is a registered investment advisor at Morgan Stanley, based in Mandeville, LA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1261 West Causeway Approach, Mandeville, LA, 70471
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tonya is a wholesaler for Plexus, a health products company selling vitamins and probiotics, to obtain special pricing for personal use. She does not plan to actively sell the products and dedicates minimal time to this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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