Thaddaeus Andrew Money

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

• 02/2015 → 06/2020
  Usaa Financial Advisors, Inc.
  Tampa, FL
• 02/2015 → 06/2020
  Usaa Financial Planning Services
  Tampa, FL
• 07/2016 → Present
  Pasco County Supervisor Of Elections
  Dade City, FL
• 01/2018 → 03/2023
  Usaa Investment Management Company
  Tampa, FL
• 01/2018 → 03/2023
  Usaa Life Insurance Company
  Tampa, FL
• 07/2021 → 03/2023
  Saddlebrook Resort
  Wesley Chapel, FL
• 05/2022 → 07/2022
  Chaotic Good, Llc
  Zephyrhills, FL
• 11/2022 → 04/2023
  Silverado Ranch Community Development District
  Boca Raton, FL
• 03/2023 → Present
  Morgan Stanley
  Temple Terrace, FL

Previous Registrations

• 2022-05-17 → 2023-03-09
  Usaa Investment Services Company
  Tampa, FL
  Tampa, FL
• 2018-01-08 → 2020-06-12
  Usaa Investment Services Company
  San Antonio, TX
• 2015-04-08 → 2018-01-08
  Usaa Financial Planning Services
  Tampa, FL
• 2012-06-11 → 2014-10-20
  Wells Fargo Clearing Services, Llc
  Lady Lake, FL
  Orlando, FL
  Clermont, FL
• 2009-11-18 → 2012-04-13
  Edward Jones
  Summerville, SC
  St Louis, MO

Other Businesses

*545029- Pasco County Supervisor of Elections; Investment related No; Dade City, Florida; Government; Employee (proprietor, partner, officer, director, employee, trustee, agent); 07/2016; During business hours: 0; After business hours: 2; Precinct Supervisor

Exams

• S66 Uniform Combined State Law Examination
  2009-11-13

Other Names

• Thaddaeus Money
• Thaddaeus Andrew Money