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Tara Frohner

6 Years of Experience
Berwyn, PA
Broker

Tara Frohner is a registered investment advisor at Morgan Stanley, based in Berwyn, PA, 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

899 Cassatt Road, Suite 100, Berwyn, PA, 19312

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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

Tara is on the Finance Committee for the Academy of Notre Dame de Namur, an educational institution. This activity, focused on business development and growth, requires minimal time outside of business hours.

Employment History
Current Registrations
Morgan Stanley
January 2023 - Present · 3 yrs 4 mos
Morgan StanleyBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2020 - January 2023 · 2 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2020 - January 2023 · 3 yrs
State Registrations26 states
AKALCACOCTDEFLGAIAILMAMDMEMIMOMTNCNJNYOHPASCTXUTVAWA
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.
Tara Frohner - Financial Advisor | TrueAdvisor