Bradley
Thomas

Morgan Stanley

CRD#1003103
Investment Advisor
in Dallas, TX

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About this Advisor

Bradley Thomas is a financial advisor based in Dallas, Texas with 14 years of industry experience. Thomas is on the advisory team at Morgan Stanley. Over the course of their career, Thomas has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Thomas has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Oklahoma and Texas. Morgan Stanley is a financial advisory company headquartered in Purchase, NY. The firm has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in total assets across its 2,233,188 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 30,383 charities and foundations. Of its 2,233,188 accounts, just 1% are associated with high-net-worth investors who have greater than $1 million in assets. Morgan Stanley offers a diverse array of services, including 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. Financial advisory fees largely are based on the services. Fee types billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 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

Office Location

5001 Spring Valley Road Suite 900W
Dallas, TX 75244

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

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

28,000

TX Average: 88
Total Number of Accounts

2,233,188

TX Average: 3,892
Average Account Size

$530,659

TX Average: $1,917,921

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

Bradley Thomas Work History

Bradley has been registered as a financial advisor for 14 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2009 - Present (15 years)

Morgan Stanley Smith Barney

1993 - Present (31 years)

Citigroup Global Markets Inc

*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 Bradley Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Daniel Evans
New York, NY
Beth Prospero
Jersey City, NJ
Seth Hart
New York, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Janelle Williams
Billings, MT
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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