Amber Terry is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 18 years of industry experience. Amber is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
13625 California Street, Suite 400, Omaha, NE, 68154
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLC
LPL Financial LLCBroker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
State Registrations13 states
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
More Advisors
- John WrightMorgan Stanley
- Kevin WelshMorgan Stanley
- Robert O'neilMorgan Stanley
- William CarverMorgan Stanley
- Amy RiggsMorgan Stanley
- Dave DunhamMorgan Stanley