TB
TB

Tara Bitterly

9 Years of Experience
Red Bank, NJ
Broker

Tara Bitterly is a registered investment advisor at Morgan Stanley, based in Red Bank, NJ, with 9 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

20 Linden Place, Red Bank, NJ, 07701

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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

Tara is a partner in a real estate rental property in Long Branch, New Jersey, since 2021. She dedicates a few hours per week to property management outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
State Registrations17 states
CACOCTDEFLGAILMAMENCNHNJNYPATXUTVA
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.