Timothy Gedeon, financial advisor Palo Alto CA
93 score

Timothy Gedeon

CRD Number: 5326967
Current Firm: Morgan Stanley

Timothy Gedeon (CRD# 5326967) is an Investment Advisor Representative working at Morgan Stanley in Palo Alto, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney Menlo Park, CA Jun 2009 - Current 7
Morgan Stanley & Company, Inc. Menlo Park, CA Jun 2004 - May 2009 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2015
S63 Uniform Securities State Law Examination Sep 2007
Contact Info for Timothy J. Gedeon
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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