Tj Belcher

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

• 03/2009 → 01/2021
  Tdameritrade Inc
  Overland Park, KS
• 03/2021 → 10/2021
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 10/2021 → Present
  Morgan Stanley
  Tampa, FL

Previous Registrations

• 2021-03-15 → 2021-10-08
  Edelman Financial Engines
  Tampa, FL
• 2009-06-09 → 2021-01-11
  Td Ameritrade, Inc.
  Overland Park, KS
  Overland Park, KS
  Tampa, FL
• 2009-06-09 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Overland Park, KS
  Tampa, FL
• 1998-09-28 → 2003-09-22
  Charles Schwab & Co., Inc.
  Overland Park, KS

Other Businesses

*458725- Rental Property Investment related - yes; Lenexa, Kansas; Sole Proprietor/Owner; (proprietor, partner, officer, director, employee, trustee, agent); 09/2016; During business hours: 1; After business hours: 1; Rental Property Owner/Landlord

Exams

• S66 Uniform Combined State Law Examination
  2009-06-08
• S65 Uniform Investment Adviser Law Examination
  1996-10-15
• S63 Uniform Securities Agent State Law Examination
  1994-08-02