Timothy Terrence Koski

Employer firm

Everpar Advisors LLC CRD 326468

$588M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2014 → 09/2023
  Morgan Stanley
  Tulsa, OK
• 01/2015 → 09/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 09/2023 → Present
  Everpar Advisors Llc
  Tulsa, OK
• 01/2015 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-04-25 → 2023-09-29
  Morgan Stanley
  Tulsa, OK
  Broken Arrow, OK
• 2008-10-01 → 2012-05-15
  J.P. Morgan Securities Llc
  Tulsa, OK
• 2006-09-27 → 2008-10-01
  J.P. Morgan Securities Inc.
  Tulsa, OK
• 2003-01-09 → 2006-09-27
  Banc One Securities Corporation
  Tulsa, OK
  Tulsa, OK
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2002-12-19

Other Names

• Timothy T Koski