MT
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Monique Tsenter

6 Years of Experience
Walnut Creek, CA
Broker

Monique Tsenter is a registered investment advisor at Morgan Stanley, based in Walnut Creek, CA, with 6 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

1333 North California Boulevard, Suite 133, Walnut Creek, CA, 94596

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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

Monique is the sole proprietor/owner of Reine Regnante Realty LLC, a real estate company holding residential rental properties. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
August 2022 - Present · 3 yrs 9 mos
Morgan StanleyBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2019 - August 2022 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2019 - August 2022 · 3 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Monique Tsenter - Financial Advisor | TrueAdvisor