TD
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Theresa Durnbaugh

24 Years of Experience
Easton, MD
Broker

Theresa Durnbaugh is a registered investment advisor at Morgan Stanley, based in Easton, MD, with 24 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

28601 Marlboro Avenue, Suite 201, Easton, MD, 21601

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History

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.

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Other Business Activities

Theresa is a partner in Burgett Farm Partnership, an agricultural business in Bowie, Maryland, since 2019. She dedicates minimal time to administrative tasks and paperwork related to the partnership.

Employment History
Current Registrations
Morgan StanleyBroker
September 2009 - Present · 16 yrs 8 mos
Morgan Stanley
September 2009 - Present · 16 yrs 8 mos
Previous Registrations
Deutsche Bank Securities INC.
July 2008 - April 2009 · 9 mos
Deutsche Bank Securities INC.Broker
July 2008 - April 2009 · 9 mos
Citigroup Global Markets INC.Broker
February 2006 - August 2008 · 2 yrs 6 mos
Citigroup Global Markets INC.
February 2006 - August 2008 · 2 yrs 6 mos
Legg Mason Wood Walker INC
February 2002 - February 2006 · 4 yrs
Legg Mason Wood Walker, IncorporatedBroker
May 2001 - February 2006 · 4 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Theresa Durnbaugh - Financial Advisor | TrueAdvisor