About this Advisor
Thomas Norris is a financial advisor who works in Fairhope, Alabama, who has been in the advisory business for 11 years. Norris works at Morgan Stanley. Over the course of their career, they have held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Norris has a Series 63 license, which qualifies them as a securities broker, and is registered to advise clients in Alabama and Texas. Morgan Stanley is a financial advisory company that has its headquarters in Fairhope, Alabama. The investment advisory business has offices in 726 locations and a total of 25,600 advisors. It oversees $904 billion in total assets among its 1,863,328 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 313 charitable organizations. Of its 1,863,328 accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. Morgan Stanley performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management are based on the services provided. However, fees charged by Morgan Stanley may include asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Norris Work History
Thomas has 11 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Thomas Norris has no disclosures.
Please visit their SEC profile for more details.
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