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Roy Tonning is a registered investment advisor at Morgan Stanley, based in Jacksonville, FL, with 17 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
6735 Southpoint Drive, Jacksonville, FL, 32216
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Regulatory History (1)
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Customer Dispute
September 2016Settled
Employment History
Current Registrations
Morgan StanleyBroker
July 2025 - Present · 10 mos
Morgan Stanley
July 2025 - Present · 10 mos
Previous Registrations
UBS Financial Services INC.Broker
May 2017 - July 2025 · 8 yrs 2 mos
UBS Financial Services INC.
May 2017 - July 2025 · 8 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - May 2017 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2009 - May 2017 · 7 yrs 11 mos
Entrust Securities LLCBroker
August 2008 - December 2008 · 4 mos
State Registrations34 states
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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.