Timothy SmithCRD Number: 6122405
Current Firm: Morgan Stanley
Timothy Smith (CRD# 6122405) is an Investment Advisor Representative working at Morgan Stanley in Peachtree City, GA and has over 4 years of experience in the finance industry.
Berger Wealth Management, LLC
Anson Capital, Inc.
Melissa L. George & Associates, LLC
|Morgan Stanley Private Bank, N.a.||New York, NY||Apr 2016 - Current||1|
|Morgan Stanley Smith Barney LLC||Peachtree City, GA||Mar 2016 - Current||1|
|Bank Of America, N.a||Peachtree City, GA||Apr 2013 - Mar 2016||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Peachtree City, GA||Sep 2012 - Mar 2016||3|
|Ronald Blue & Company, LLC||Roswell, GA||May 2008 - Sep 2012||4|
|Unemployed||Atlanta, GA||Apr 2008 - Apr 2008||< 1|
|The All-aboard Coffee Company, Inc.||Atlanta, GA||Nov 2005 - Mar 2008||2|
|Phoenix Church, Inc.||Atlanta, GA||Apr 2005 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2012|
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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