Skip to content

Ty M Fontaine

Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business

Are you Ty M Fontaine? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Morgan StanleyJun 2022 to now
  2. The Chartered Institute for Securities & InvestmentJul 2021 to Aug 2021
  3. Northwestern Mutual FinancialMay 2020 to Sep 2020
  4. Lindsay's Boulder DeliAug 2019 to Apr 2022
  5. Univeristy of Colorado BoulderAug 2018 to May 2022
  6. Bear Creek Golf ClubMay 2018 to Aug 2018
  7. N/aJun 2012 to Jun 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2022
  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (NY, TX).

Morgan Stanley

Legal name: Morgan Stanley Smith Barney LLC

$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7247340
Firm CRD
149777
Advisor's SEC record (opens in a new tab)
CallContact this firm