Tom WolfCRD Number: 5603196
Current Firm: Morgan Stanley
Compensation Model: Both
Ewealth Consulting, LLC
Anthony Capital, LLC
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley||Greenwood Village, CO||Feb 2013 - Current||4|
|Bank Of America,na||Denver, CO||Sep 2010 - Feb 2013||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||San Francisco, CA||Mar 2010 - Feb 2013||2|
|Citigroup Global Markets, Inc.||San Francisco, CA||Apr 2009 - Feb 2010||< 1|
|Wells Fargo Investments, LLC||San Francisco, CA||Oct 2008 - Mar 2009||< 1|
|Wells Fargo Bank||San Francisco, CA||Jan 2008 - Mar 2009||1|
|Wells Fargo Financial||San Bruno, CA||Apr 2007 - Jan 2008||< 1|
|Wells Fargo Financial||Aurora, CO||Jun 2006 - Apr 2007||< 1|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Nov 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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