TM
TM
Timothy Mcnamara
48 Years of Experience
Williamsville, NY
2 DisclosuresBroker
Timothy Mcnamara is a registered investment advisor at Morgan Stanley, based in Williamsville, NY, with 48 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
450 Essjay Road, Suite 100, Williamsville, NY, 14221
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2010Award / Judgment
Customer Dispute
December 2001Settled
Other Business Activities
Timothy is an officer of The Murphy Fund, a charitable organization, since 1997. He makes decisions about who receives donations.
Employment History
Current Registrations
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Morgan StanleyBroker
October 2019 - Present · 6 yrs 7 mos
Morgan Stanley
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
April 2011 - October 2019 · 8 yrs 6 mos
UBS Financial Services INC.Broker
April 2011 - October 2019 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2001 - May 2011 · 10 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - May 2011 · 32 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
March 1978 - September 1978 · 6 mos
State Registrations37 states
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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.