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Terry Hagerman
30 Years of Experience
Laguna Niguel, CA
1 DisclosureBroker
Terry Hagerman is a registered investment advisor at Morgan Stanley, based in Laguna Niguel, CA, 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
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Location
28202 Cabot Road, Suite 500, Laguna Niguel, CA, 92677
Get directionsHistory
Regulatory History (1)
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Financial
January 2026Final
Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
February 2009 - June 2009 · 4 mos
Morgan Stanley & CO. Incorporated
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.
April 2008 - February 2009 · 10 mos
UBS Financial Services INC.Broker
April 2008 - February 2009 · 10 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - March 2008 · 11 mos
Morgan Stanley Dw INC.Broker
October 1995 - April 2007 · 11 yrs 6 mos
State Registrations22 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.