Calton & Associates
47yrs
Top advisor by experience in Tempe
4yrs
Simon Norman
Financial advisor at Morgan Stanley
Simon Norman is a fiduciary financial advisor in Tempe, Arizona, with 4 years in the industry. Simon joined Morgan Stanley in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 568 advisors with offices in Tempe, and one of 548 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office58 South River Drive Suite 401, Tempe, AZ 85281
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
- Mar 2026 – nowMorgan StanleyCurrent firm
Questions to ask Simon
Tailored to Simon’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Simon
How do I contact Simon?
Call Morgan Stanley at 914-225-5510 and ask for Simon Norman. Simon works from the Tempe, AZ office.
How long has Simon been a financial advisor?
Simon has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Simon hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Simon a fiduciary?
Simon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simon 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 Simon 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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