Terence Reynolds is a registered investment advisor at Morgan Stanley, based in Garden City, NY, with 30 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
1200 Franklin Avenue, 2nd Floor, Garden City, NY, 11530
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
July 2018 - Present · 7 yrs 10 mos
Morgan StanleyBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Kelson Capital LLCBroker
May 2013 - February 2017 · 3 yrs 9 mos
UBS Financial Services INC.Broker
January 2010 - November 2012 · 2 yrs 10 mos
UBS Financial Services INC.
January 2010 - November 2012 · 2 yrs 10 mos
UBS International INC.
January 2007 - January 2010 · 3 yrs
UBS International INC.Broker
April 2005 - January 2010 · 4 yrs 9 mos
Julius Baer Securities INC.
July 2004 - April 2005 · 9 mos
Julius Baer Securities INC.Broker
December 1997 - April 2005 · 7 yrs 4 mos
Bt Brokerage CorporationBroker
May 1996 - November 1997 · 1 yr 6 mos
Citicorp Securities, INC.Broker
December 1994 - May 1996 · 1 yr 5 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.