Merrill
45yrs
Top advisor by experience in Pittsford
1yr
Based in Pittsford, New York, Mark Thomas is a fiduciary financial advisor with 1 year of industry experience. Mark has been with Morgan Stanley since 2025. 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 364 advisors with offices in Pittsford, and one of 305 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1250 Pittsford Victor Road Suite 350, Pittsford, NY 14534
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 66Uniform Combined State Law Examination
Career
- Aug 2025 – nowMorgan StanleyCurrent firm
Contact Mark
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Mark. 1250 Pittsford Victor Road Suite 350Pittsford, NY 14534Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Mark
How do I contact Mark?
Call Morgan Stanley at (914) 225-5510 and ask for Mark Thomas. Mark works from the Pittsford, NY office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Mark hold?
Series 66. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark 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 Mark 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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