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Thomas Mathison

12 Years of Experience
Upper St. Clair, PA
Broker

Thomas Mathison is a registered investment advisor at Morgan Stanley, based in Upper St. Clair, PA, with 12 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

2600 Old Washington Road, Upper St. Clair, PA, 15241

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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

Thomas is the current treasurer of Toastmasters International, a public speaking social club, since July 2019. He dedicates minimal time to administrative tasks for this role outside of business hours.

Employment History
Current Registrations
Morgan Stanley
July 2013 - Present · 12 yrs 10 mos
Morgan StanleyBroker
May 2013 - Present · 13 yrs
State Registrations45 states
AKALARAZCACOCTDCDEFLGAHIIDILINKYLAMAMDMEMIMNMOMSNCNDNHNJNMNVNYOHORPASCSDTNTXUTVAVTVirgin IslandsWAWIWY
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.
Thomas Mathison - Financial Advisor | TrueAdvisor