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Tomer Rabizadeh is a registered investment advisor at Morgan Stanley, based in San Diego, CA, 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
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
4350 La Jolla Village Drive, Suite 1000, San Diego, CA, 92122
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Regulatory History (1)
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Customer Dispute
November 2015Award / Judgment
Other 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
December 2013 - Present · 12 yrs 9 mos
Morgan StanleyBroker
December 2013 - Present · 12 yrs 9 mos
Previous Registrations
John Thomas FinancialBroker
January 2010 - December 2012 · 2 yrs 11 mos
State Registrations29 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.