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Thaddaeus Money

13 Years of Experience
Tampa, FL
Broker

Thaddaeus Money is a registered investment advisor at Morgan Stanley, based in Tampa, FL, with 13 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

4050 West Boy Scout Boulevard, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Thaddaeus works as a Precinct Supervisor for the Pasco County Supervisor of Elections since 2016. He dedicates minimal time to this government position outside of business hours.

Employment History
Current Registrations
Morgan Stanley
March 2023 - Present · 3 yrs 2 mos
Morgan StanleyBroker
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
USAA Investment Services Company
May 2022 - March 2023 · 10 mos
USAA Investment Services CompanyBroker
May 2022 - March 2023 · 10 mos
USAA Investment Services Company
January 2018 - June 2020 · 2 yrs 5 mos
USAA Financial Planning Services
April 2015 - January 2018 · 2 yrs 9 mos
USAA Financial Advisors, INC.Broker
April 2015 - June 2020 · 5 yrs 2 mos
Wells Fargo Advisors, LLC
February 2013 - October 2014 · 1 yr 8 mos
Wells Fargo Advisors, LLC
June 2012 - November 2012 · 5 mos
Wells Fargo Advisors, LLCBroker
June 2012 - October 2014 · 2 yrs 4 mos
Edward Jones
November 2009 - April 2012 · 2 yrs 5 mos
Edward JonesBroker
September 2009 - April 2012 · 2 yrs 7 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.
Thaddaeus Money - Financial Advisor | TrueAdvisor