Todd Roth is a CFP-designated registered investment advisor at Morgan Stanley, based in West Conshohocken, PA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
100 Front Street, Suite 600, West Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Todd is a sole proprietor/owner of a rental property in Philadelphia, Pennsylvania, since November 2023. He dedicates minimal time to property management.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan StanleyBroker
Empire Asset Management CompanyBroker
State Registrations38 states
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