Tyler
Waddell

Morgan Stanley

CRD#5706085
Investment Advisor
in Torrance, CA
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About this Advisor

Tyler Waddell is a financial advisor who works out of Torrance, California, who has been in the advisory business for 9 years. Waddell currently works for Morgan Stanley. The advisor has gained experience at Citigroup Global Markets Inc, Melba'S, Morgan Stanley, Morgan Stanley & Co. LLC and Morgan Stanley Private Bank, National Association. Waddell has Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California. Morgan Stanley is a financial advisory firm that has its headquarters in Torrance, California. The investment advisory business has offices in 702 locations and a total of 26,000 financial advisors. It handles $735 billion in assets under management among its 1,724,668 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 283 charitable organizations. Morgan Stanley has a diverse set 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 charged by financial advisors usually vary depending on the type of services provided. Fees charged by Morgan Stanley most likely consist of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

9 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

21250 Hawthorne Blvd Suite 650
Torrance, CA 90503

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

CA Average: $7,464,549,021
Total Number of Employees

26,000

CA Average: 88
Total Number of Accounts

1,815,592

CA Average: 3,892
Average Account Size

$401,659

CA Average: $1,917,921

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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
  • Other

Tyler Waddell Work History

Tyler has 9 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2014 - 2016 (2 years)

Morgan Stanley

2014 - 2017 (3 years)

Morgan Stanley & Co. LLC

2009 - 2014 (5 years)

Citigroup Global Markets Inc

2009 - 2009 (< 1 year)

Melba'S

Disclosures

Tyler Waddell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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