Dana
Timchenko

Morgan Stanley

CRD#5540891
Investment Advisor
in Charlotte, NC
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About this Advisor

Dana Timchenko is a certified financial planner whose office is in Charlotte, North Carolina. Currently an advisor with Morgan Stanley, Timchenko has 10 years of professional experience as a financial advisor. Timchenko holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Timchenko can act as an advisor in North Carolina. Their career trajectory has included roles at Ubs Financial Services Inc, Morgan Stanley Private Bank, National Association and Morgan Stanley. Morgan Stanley is headquartered in Charlotte, North Carolina, and operates out of 702 additional locations in the nation. As a registered investment advisory firm, Morgan Stanley manages $735 billion in assets throughout 1,724,668 client accounts and retains more than 26,000 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 1,070,823 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the firm's 1,724,668 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Morgan Stanley can provide 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. The firm may charge clients asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 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

6101 Carnegie Blvd
Charlotte, NC 28209

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

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

26,000

NC Average: 88
Total Number of Accounts

1,815,592

NC Average: 3,892
Average Account Size

$401,659

NC 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

Dana Timchenko Work History

Dana has 10 years of experience.

2017 - Present (2 years)

Morgan Stanley Private Bank, National Association

2017 - Present (2 years)

Morgan Stanley

2008 - 2017 (9 years)

Ubs Financial Services Inc

Disclosures

Dana Timchenko has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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