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Teresa Watson

11 Years of Experience
Birmingham, MI
Broker

Teresa Watson is a registered investment advisor at Morgan Stanley, based in Birmingham, MI, with 11 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

34901 Woodward Avenue, Suite 300, Birmingham, MI, 48009

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History

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.

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Other Business Activities

Teresa is a Notary in the State of Michigan since 2016, notarizing documents. This requires minimal time and is investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2020 - Present · 5 yrs 11 mos
Morgan StanleyBroker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
November 2018 - June 2020 · 1 yr 7 mos
Stifel, Nicolaus & Company, Incorporated
November 2018 - June 2020 · 1 yr 7 mos
Morgan Stanley
March 2017 - November 2018 · 1 yr 8 mos
Morgan StanleyBroker
March 2017 - November 2018 · 1 yr 8 mos
Wells Fargo Clearing Services, LLC
June 2014 - February 2017 · 2 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
June 2014 - February 2017 · 2 yrs 8 mos
RBC Capital Markets, LLC
May 2014 - May 2014 · 0 mos
RBC Capital Markets, LLCBroker
March 2014 - May 2014 · 2 mos
State Registrations40 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.
Teresa Watson - Financial Advisor | TrueAdvisor