UBS Financial Services
47yrs
Top 1% by experience in Atlanta
27yrs
Todd Urowsky
Financial advisor at Morgan Stanley
Todd Urowsky is a financial advisor in Atlanta, Georgia, with 27 years in the industry. Todd joined Morgan Stanley in 2025, after 15 years at UBS Financial Services and seven years at Goldman Sachs Wealth Services. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience27 years (since 1999)
How that compares ?Top 22% by experience in Atlanta
Office3280 Peachtree Road Northeast, Suite 2000 PWM, Atlanta, GA 30305
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.
Series 63Uniform Securities Agent State Law Examination
Career
- Nov 2025 – nowMorgan StanleyCurrent firm
- 2010 – 2025UBS Financial Services Inc.Previously
- 2003 – 2010Goldman Sachs Wealth Services, L.P.Previously
Contact Todd
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Todd. 3280 Peachtree Road Northeast, Suite 2000 PWMAtlanta, GA 30305Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Todd
Tailored to Todd’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 Todd
How do I contact Todd?
Call Morgan Stanley at (914) 225-5510 and ask for Todd Urowsky. Todd works from the Atlanta, GA office.
How long has Todd been a financial advisor?
Todd has been in the industry since 1999, about 27 years. Top 22% by experience in Atlanta.
What licenses does Todd hold?
Series 63. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Todd 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 Todd 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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