Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
33yrs
Thomas Mitchell
Financial advisor at Morgan Stanley
Thomas Mitchell is a fiduciary financial advisor in Columbus, Ohio, with 33 years in the industry. Thomas joined Morgan Stanley in 2009, after less than a year at Morgan Stanley & Co. and seven years at Merrill. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 7% by experience in Columbus
Office41 South High Street Suite 2700, Columbus, OH 43215
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2009 – nowMorgan StanleyCurrent firm
- Mar 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 2001 – 2009MerrillPreviously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Morgan Stanley at 914-225-5510 and ask for Thomas Mitchell. Thomas works from the Columbus, OH office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1994, about 33 years. Top 7% by experience in Columbus.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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