TK
TK

Terrie Kilroy

9 Years of Experience
Baltimore, MD
Broker

Terrie Kilroy is a registered investment advisor at Morgan Stanley, based in Baltimore, MD, with 9 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

1201 Wills Street, Suite 700, Baltimore, MD, 21231

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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

Terrie is an independent contractor for Rodan and Fields, selling cosmetics since 2017, and also owns rental property since 2014. Additionally, Terrie is a sole proprietor/owner/officer as a photographer for TK Shots since 2012, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Morgan Stanley
May 2016 - Present · 10 yrs
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Terrie Kilroy - Financial Advisor | TrueAdvisor