Terri Sherrill is a registered investment advisor at Morgan Stanley, based in Huntsville, AL, with 27 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
305 Church Street, Huntsville, AL, 35801
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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 StanleyBroker
January 2015 - Present · 11 yrs 8 mos
Morgan Stanley
January 2015 - Present · 11 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
May 2008 - December 2014 · 6 yrs 7 mos
LPL Financial LLC
May 2008 - December 2014 · 6 yrs 7 mos
Compass Brokerage, INC.
October 2002 - October 2007 · 5 yrs
Compass Brokerage, INC.Broker
October 2002 - October 2007 · 5 yrs
Morgan Stanley Dw INC.Broker
July 1999 - October 2002 · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1997 - July 1999 · 1 yr 10 mos
State Registrations51 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.