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Thomas Howell

4 Years of Experience
Mequon, WI
Broker

Thomas Howell is a registered investment advisor at Morgan Stanley, based in Mequon, WI, with 4 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

11501 North Port Washington, Mequon, WI, 53092

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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 an athlete in the USA Curling high performance training program, dedicating about half his time to training during the curling season (September to March). He is also a partner in Young Bucks USA LLC, a recreation business, spending minimal time on it during business hours and significant time after hours.

Employment History
Current Registrations
Morgan Stanley
August 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
State Registrations14 states
AZCACOFLILMAMDMNNCOHPATXWIWV
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.