Merrill
47yrs
Top advisor by experience in Cincinnati
31yrs
Tim Dippold has worked in the financial industry for 31 years and is a financial advisor based in Cincinnati, Ohio. After two years at Morgan Stanley & Co. and six years at Morgan Stanley DW, Tim joined Morgan Stanley in 2009, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience31 years (since 1995)
How that compares ?Top 12% by experience in Ohio
Office7755 Montgomery Road 2nd Floor, Cincinnati, OH 45236
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2009 – nowMorgan StanleyCurrent firm
- 2007 – 2009Morgan Stanley & Co. LLCPreviously
- 2001 – 2007Morgan Stanley DW Inc.Previously
Contact Tim
Local office(513) 762-5355Ask for Tim. (914) 225-5510Main office · Purchase, NY 7755 Montgomery Road 2nd FloorCincinnati, OH 45236Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Tim
Tailored to Tim’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 Tim
How do I contact Tim?
Call Tim’s local office at (513) 762-5355 or the Morgan Stanley main office at (914) 225-5510, and ask for Tim Dippold.
How long has Tim been a financial advisor?
Tim has been in the industry since 1995, about 31 years. Top 12% by experience in Ohio.
What licenses does Tim hold?
Series 63. Tap any license on this page to see what it allows.
Is Tim a fiduciary?
Tim is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Tim 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 Tim 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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