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Timothy Stenger

14 Years of Experience
Denver, CO
1 DisclosureBroker

Timothy Stenger is a registered investment advisor at Morgan Stanley, based in Denver, CO, with 14 years of industry experience. Timothy 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23172 advisors
Number of Clients
2,703,720 clients
Average Client Portfolio
$726K average
Assets Under Management
$1961.9B

Fee Structure

Investment management only (planning not offered)

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.

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Location

250 Fillmore Street, Suite 104, Denver, CO, 80206

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History

Regulatory History (1)
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Regulatory
May 2012
Final
Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 5 mos
Morgan StanleyBroker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
Transamerica Investors Securities CorporationBroker
July 2019 - March 2022 · 2 yrs 8 mos
Transamerica Capital, INC.Broker
March 2019 - July 2019 · 4 mos
J.P. Morgan Securities LLCBroker
February 2017 - August 2017 · 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2011 - September 2016 · 5 yrs 2 mos
Waddell & Reed, INC.
May 2010 - December 2010 · 7 mos
Waddell & Reed, INC.Broker
January 2010 - December 2010 · 11 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
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