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Thomas Squillante

50 Years of Experience
Orlando, FL
Broker

Thomas Squillante is a registered investment advisor at Morgan Stanley, based in Orlando, FL, with 50 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

201 East Pine Street 11th Floor, Orlando, FL, 32801

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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

James is a managing partner at Jaymer Group LLC and a manager at Black Aces LLC, a family estate planning business. He dedicates minimal time to these activities.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
February 1988 - April 2007 · 19 yrs 2 mos
E. F. Hutton & Company INCBroker
November 1977 - March 1988 · 10 yrs 4 mos
Bache Halsey Stuart Shields IncorporatedBroker
September 1977 - December 1977 · 3 mos
Bache Halsey Stuart INC.Broker
August 1976 - September 1977 · 1 yr 1 mo
Bache & CO IncorporatedBroker
February 1976 - August 1976 · 6 mos
Bache & CO., IncorporatedBroker
November 1975 - February 1976 · 3 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Thomas Squillante - Financial Advisor | TrueAdvisor