Elizabeth Terrell is a registered investment advisor at Morgan Stanley, based in Atlanta, GA, with 36 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
5 Concourse Parkway, Suite 2000, Atlanta, GA, 30328
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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
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2001 - June 2009 · 8 yrs 1 mo
The Robinson-Humphrey Company, LLCBroker
April 1993 - May 2001 · 8 yrs 1 mo
Aegon USA Securities INC.Broker
January 1992 - April 1993 · 1 yr 3 mos
The Robinson-Humphrey Company INC.Broker
June 1987 - March 1990 · 2 yrs 9 mos
State Registrations33 states
ALARAZCACOCTDCFLGAHIIAIDILINKYMAMDMOMSNCNENJNYOHPASCTNTXUTVAVirgin IslandsWAWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.