TC
TC

Timothy Cashman

4 Years of Experience
Madison, CT
Broker

Timothy Cashman is a registered investment advisor at Morgan Stanley, based in Madison, CT, 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

741 Boston Post Road, Madison, CT, 06443

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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

Timothy is a board member and on the finance committee for the United Way of Greater New Haven, a non-profit organization. He spends minimal time on administrative, business development/growth, and fundraising activities.

Employment History
Current Registrations
Morgan Stanley
March 2022 - Present · 4 yrs 4 mos
Morgan StanleyBroker
February 2022 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2021 - February 2022 · 8 mos
State Registrations38 states
ALAZCACOCTDCDEFLGAIAIDILINLAMAMDMEMIMNMOMTNCNHNJNMNYOHORPARISCTXUTVAVTWAWIWY
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.
Timothy Cashman - Financial Advisor | TrueAdvisor