Thomas Donnelly is a registered investment advisor at Morgan Stanley, based in Monterey, CA, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
401 Fremont Street, Suite 200, Monterey, CA, 93940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a board member and on the finance committee for the Monterey Museum of Art since 2015. He spends minimal time on this activity outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 states
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