Timothy George Emanuels

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Morgan Stanley Smith Barney
  San Francisco, CA
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1993-06-14 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA
  San Francisco, CA

Other Businesses

*588729- Homer Hills LLC; Investment related: Yes; Mill Valley, California; Agriculture, Recreation; Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 10; member of llc *588873- Big Mossy LLC; Investment related: Yes; Condon, Oregon; Agriculture, Recreation; Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 10; passive role as an member

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-10-14
• S63 Uniform Securities Agent State Law Examination
  1989-01-25

Other Names

• Timothy George Emanvew