Timothy M Olson

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

• 01/2018 → 01/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Lewisville, TX
• 06/2017 → 01/2019
  Tiaa
  Lewisville, TX
• 08/2014 → 05/2017
  University Of Arkansas
  Fayetteville, AR
• 08/2015 → 05/2017
  University Of Arkansas
  Fayetteville, AR
• 10/2020 → 11/2021
  Ameriprise Financial Services Inc
  Plano, TX
• 01/2019 → 10/2020
  Cambridge Associates
  Dallas, TX
• 12/2021 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2020-10-30 → 2021-12-03
  Ameriprise Financial Services, Llc
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-30
• S63 Uniform Securities Agent State Law Examination
  2018-03-02

Other Names

• Timothy Mark Olson