Timothy Levert is a registered investment advisor at Morgan Stanley, based in Lisle, IL, with 10 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
4225 Naperville Road, Suite 255, Lisle, IL, 60532
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 3 mos
Morgan StanleyBroker
April 2025 - Present · 1 yr 3 mos
Previous Registrations
J.P. Morgan Securities LLC
May 2020 - April 2025 · 4 yrs 11 mos
J.P. Morgan Securities LLCBroker
June 2016 - April 2025 · 8 yrs 10 mos
Fifth Third Securities, INC.Broker
May 2014 - January 2015 · 8 mos
Fifth Third Securities, INC.Broker
February 2013 - May 2013 · 3 mos
State Registrations26 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.