TH
TH
Terry Hogan is a registered investment advisor at Morgan Stanley, based in Terre Haute, IN, with 44 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
401 Wabash Avenue, Terre Haute, IN, 47807
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2011Denied
Other Business Activities
Terry is a board member on the finance committee for St. Benedict Church since 2017 and a board advisor for the City of Terre Haute Board of Public Works since January 2024. These activities require minimal time and are not insurance-related.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
December 1998 - June 2009 · 10 yrs 6 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
May 1988 - July 1993 · 5 yrs 2 mos
E. F. Hutton & Company INCBroker
May 1985 - May 1988 · 3 yrs
J.J.B. Hilliard, W.L. Lyons, INC.Broker
January 1982 - May 1985 · 3 yrs 4 mos
State Registrations36 states
ALAZCACODCFLGAHIIAIDILINKYMAMDMIMNMOMTNCNENJNMNVNYOHOKORPARISCTNTXUTVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.