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Terrance Mcgowan

41 Years of Experience
Washington, DC
1 DisclosureBroker

Terrance Mcgowan is a registered investment advisor at Morgan Stanley, based in Washington, DC, with 41 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
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Location

1747 Pennsylvania Ave, Nw Ste 900, Washington, DC, 20006

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History

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 2002
Settled
Employment History
Current Registrations
Morgan Stanley
August 2017 - Present · 8 yrs 9 mos
Morgan StanleyBroker
May 2017 - Present · 9 yrs
Previous Registrations
Goldman Sachs & CO. LLCBroker
February 2005 - June 2017 · 12 yrs 4 mos
Banc of America Investment Services, INC.
September 2003 - March 2005 · 1 yr 6 mos
Banc of America Investment Services, INC.Broker
August 2003 - March 2005 · 1 yr 7 mos
Banc of America Securities LLCBroker
April 2001 - September 2003 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1997 - April 2001 · 3 yrs 4 mos
J.P. Morgan Securities INC.Broker
June 1995 - December 1997 · 2 yrs 6 mos
Cs First Boston CorporationBroker
October 1989 - June 1995 · 5 yrs 8 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
January 1988 - October 1989 · 1 yr 9 mos
Hambrecht & Quist IncorporatedBroker
November 1983 - May 1986 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1983 - October 1983 · 9 mos
State Registrations37 states
ALARCACOCTDCDEFLGAILINMAMDMEMIMOMTNCNHNJNMNVNYOHORPAPRSCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Terrance Mcgowan - Financial Advisor | TrueAdvisor