Grey Terry is a CFP-designated registered investment advisor, based in Chicago, IL, with 17 years of industry experience.
Location
200 W. Madison St., Suite 2500, Chicago, IL, 60606
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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
Hightower Advisors, LLC
February 2011 - Present · 15 yrs 5 mos
Hightower Securities, LLCBroker
February 2011 - Present · 15 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2008 - February 2011 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2008 - February 2011 · 2 yrs 6 mos
Morgan Stanley
October 2002 - November 2002 · 1 mo
Morgan Stanley Dw INC.Broker
September 2002 - November 2002 · 2 mos
State Registrations13 states
DCFLGAILMAMEMTNCNHNYPAVTWA
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.