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Terrell Williams

42 Years of Experience
Gainesville, GA
2 DisclosuresBroker

Terrell Williams is a registered investment advisor at Morgan Stanley, based in Gainesville, GA, with 42 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

340 Jesse Jewell Parkway, Suite 550, Gainesville, GA, 30501

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History

Regulatory History (2)
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
December 2011
Settled
Customer Dispute
October 2011
Settled
Other Business Activities

Terrell is the President of a commercial cleaning business in Cornelia, Georgia, dedicating minimal time after business hours. He also serves as a trustee for the Jimmy Williams Marital Trust and the Jimmy Williams Family Trust, managing family assets and ML accounts, spending minimal time annually on each.

Employment History
Current Registrations
Morgan Stanley
October 2021 - Present · 4 yrs 9 mos
Morgan StanleyBroker
October 2021 - Present · 4 yrs 9 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1998 - October 2021 · 23 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1984 - October 2021 · 37 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
Terrell Williams - Financial Advisor | TrueAdvisor