Todd Porter Anderson

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

• 05/2013 → Present
  Morgan Stanley Smith Barney Llc
  Greenville, DE
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 1998-01-01 → 2013-06-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wilmington, DE
  Wilmington, DE

Other Businesses

(1) 489624 - Trust; Investment Related; Wilmington, DE; Successor Trustee; Start March 1997; During business hours: 5; After business hours: 0. (2) 489155 - Trust; Investment Related; Wilmington, DD; Trustee/Co-Trustee; Start February 1999; During business hours: 0; After business hours: 0. (3) 249634 - First State Squash; Not Investment Related; Wilmington, DE; Children/Youth, Sports, Education; Board Member, Finance Committee; Start February 2016; During business hours: 3; After business hours: 0; Accounting/Bookkeeping. (4) 248181 - Tar Devils LLC; Investment Related: Wilmington, DE; Real Estate, Rental Property; Investor, Partner; Start January 2016; During business hours: 0; After business hours: 0; initial investment; silent partner. (5) 678676 - Delaware State Squash Racquets Association; Not Investment Related; Wilmington, DE; Recreation; Board Member; Officer; Start 20-May-2010; During business hours: 0; After business hours: 1; Business Development and Growth, Check Signing, Funds Disbursements, Administrative.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-10-28
• S63 Uniform Securities Agent State Law Examination
  1989-02-22

Other Names

• Todd P. Anderson