Thaddaeus
Money
Morgan Stanley
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About this Advisor
Thaddaeus Money is a financial advisor who works in Tampa, Florida. Money is an employee of Morgan Stanley. Throughout their career, they have worked at Wells Fargo Advisors LLC, Wells Fargo Bank Na, Carroll Fulmer Logistics, Jos. A. Bank Clothiers, Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Pasco County Supervisor Of Elections, Usaa Investment Management Company, Usaa Life Insurance Company, Saddlebrook Resort, Chaotic Good, LLC, Silverado Ranch Community Development District and Morgan Stanley. Money has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida and Texas. Morgan Stanley is an advisory firm based in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It administers $1 trillion in assets under management between its 2,233,188 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in investable assets. Morgan Stanley provides 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 charged by financial advisors largely vary depending on which service is provided. However, fee types billed by Morgan Stanley most likely are comprised of any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,185,061,196,999
28,000
2,233,188
$530,659
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
Thaddaeus Money Work History
Thaddaeus has been registered as a financial advisor for 0 years.*
Morgan Stanley
Silverado Ranch Community Development District
Pasco County Supervisor Of Elections
Saddlebrook Resort
Chaotic Good, LLC
Usaa Investment Management Company
Usaa Life Insurance Company
Pasco County Supervisor Of Elections
Usaa Financial Advisors, Inc
Usaa Financial Planning Services
Carroll Fulmer Logistics
Jos. A. Bank Clothiers
Wells Fargo Advisors LLC
Wells Fargo Bank Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thaddaeus Money to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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