Richard Tomo Selzler

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

• 02/2014 → 10/2019
  Chimera Securities
  New York, NY
• 04/2023 → Present
  Morgan Stanley
  Gilbert, AZ
• 02/2023 → 04/2023
  Associate Staffing
  Gilbert, AZ
• 07/2022 → 02/2023
  Assetmark
  Phoenix, AZ
• 10/2019 → 06/2022
  Credible/Young Alfred
  New York, NY
• 04/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*OBI - 552597 - Chess Emporium ; Investment related - No; Tempe, Arizona ; Education ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 12/2022 ; During business hours : 0 ; After business hours : 8 ; Class Instructor

Exams

• S66 Uniform Combined State Law Examination
  2023-03-08

Other Names

• Richard Selzler
• Richard Tomo Selzer
• Richard Tomo Selzler