Tomer Rabizadeh is a registered investment advisor at Morgan Stanley, based in San Diego, CA, with 15 years of industry experience. Tomer 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
Tomer is a general board member at Sephardic Temple Tifereth Israel since January 2021, attending monthly board meetings and occasional community events. This takes minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
John Thomas FinancialBroker
State Registrations28 states
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.
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