Timothy WadeCRD Number: 3141700
Current Firm: Morgan Stanley
Timothy Wade (CRD# 3141700) is an Investment Advisor Representative working at Morgan Stanley in San Diego, CA and has over 19 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley Smith Barney||San Diego, CA||Jun 2009 - Current||8|
|Citigroup Global Markets Inc.||La Jolla, CA||Oct 2007 - Current||10|
|Morgan Stanley & Company, Incorporated||Lajolla, CA||Apr 2007 - Oct 2007||< 1|
|Dean Witter Reynolds Inc.||Costa Mesa, CA||Oct 1998 - Apr 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||Jan 1999|
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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