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Thomas Steele is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, 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
5565 Glenridge Connector, Suite 1900, Atlanta, GA, 30342
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Regulatory History (2)
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Customer Dispute
November 2025Pending
Customer Dispute
July 2024Denied
Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 11 mos
Morgan StanleyBroker
August 2017 - Present · 8 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2013 - August 2017 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2012 - August 2017 · 4 yrs 8 mos
State Registrations29 states
ALARAZCACOCTDCFLGAIAILINKYLAMIMOMSNCNMNVNYOHORPASCTNTXVAWA
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.