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Timothy Romano

13 Years of Experience
Westport, CT
Broker

Timothy Romano is a registered investment advisor at Morgan Stanley, based in Westport, CT, 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

500 Post Road East, 3rd Floor, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Timothy is the sole proprietor/owner of Dependable Jeans and More, LLC, a retail/online store, spending a few hours per week outside of business hours. He also has an outdoor game business, FAT-KEG, LLC, but dedicates minimal time to it.

Employment History
Current Registrations
Morgan Stanley
June 2012 - Present · 13 yrs 11 mos
Morgan StanleyBroker
May 2012 - Present · 14 yrs
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Timothy Romano - Financial Advisor | TrueAdvisor