TD
ChFC
TD
ChFC

Teresa Doster

21 Years of Experience
Athens, GA
Broker

Teresa Doster is a ChFC-designated registered investment advisor at Morgan Stanley, based in Athens, GA, with 21 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

225 South Milledge Avenue, Athens, GA, 30605

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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

Teresa is a city councilperson for the City of Eatonton, dedicating a few hours per week, and is a committee chair for zoning and downtown development. She is also the chairman for the Eatonton Downtown Development Authority, dedicating minimal time.

Employment History
Current Registrations
Morgan Stanley
May 2024 - Present · 2 yrs 2 mos
Morgan StanleyBroker
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Edward Jones
March 2007 - May 2024 · 17 yrs 2 mos
Edward JonesBroker
May 2004 - May 2024 · 20 yrs
State Registrations41 states
AKALARAZCACOCTDCFLGAHIIAILINKYLAMAMDMEMIMNMSMTNCNHNJNVNYOHOKORPARISCSDTNTXUTVAWIWY
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.
Teresa Doster - Financial Advisor | TrueAdvisor