Morgan Stanley
47yrs
Top advisor by experience in Colorado
29yrs
Timothy Soderquist
Full name on record: Timothy Donald Soderquist
Financial advisor at Morgan Stanley
Timothy Soderquist has worked in the financial industry for 29 years and is a fiduciary financial advisor based in Greenwood Village, Colorado. After two years at J.P. Morgan Securities and three years at Banc One Securities, Timothy joined Morgan Stanley in 2011, a firm offering financial planning, investment management, and retirement plan consulting. Morgan Stanley reports being paid through a percentage of assets, flat fees, and commissions.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience29 years (since 1998)
How that compares ?Top 10% by experience in Greenwood Village
Office5251 DTC Parkway Suite 1500, Greenwood Village, CO 80111
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 ?2 states
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
- 2011 – nowMorgan StanleyCurrent firm
- 2008 – 2011J.P. Morgan Securities LLCPreviously
- 2006 – 2008J.P. Morgan Securities Inc.Previously
- 2004 – 2006Banc One Securities CorporationPreviously
- Sep 2002 – Oct 2003Banc One Securities CorporationPreviously
Contact Timothy
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Timothy. 5251 DTC Parkway Suite 1500Greenwood Village, CO 80111Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Timothy
Tailored to Timothy’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 Timothy
How do I contact Timothy?
Call Morgan Stanley at (914) 225-5510 and ask for Timothy Soderquist. Timothy works from the Greenwood Village, CO office.
How long has Timothy been a financial advisor?
Timothy has been in the industry since 1998, about 29 years. Top 10% by experience in Greenwood Village.
What licenses does Timothy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Timothy a fiduciary?
Timothy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Timothy 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 Timothy 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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