Amber Terry is a registered investment advisor at Morgan Stanley, based in Omaha, NE, with 18 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
13625 California Street, Suite 400, Omaha, NE, 68154
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Regulatory History (1)
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Customer Dispute
March 2010Settled
Employment History
Current Registrations
Morgan Stanley
February 2024 - Present · 2 yrs 3 mos
Morgan StanleyBroker
February 2024 - Present · 2 yrs 3 mos
Previous Registrations
Edward Jones
March 2014 - February 2024 · 9 yrs 11 mos
Edward JonesBroker
March 2014 - February 2024 · 9 yrs 11 mos
Morgan Stanley
June 2013 - April 2014 · 10 mos
Morgan StanleyBroker
June 2013 - April 2014 · 10 mos
LPL Financial LLC
October 2010 - December 2011 · 1 yr 2 mos
LPL Financial LLCBroker
September 2010 - May 2013 · 2 yrs 8 mos
TD Ameritrade, INC.
January 2008 - July 2009 · 1 yr 6 mos
Amerivest Investment Management, LLC
January 2008 - July 2009 · 1 yr 6 mos
Amerivest Investment Management, LLC
May 2007 - January 2008 · 8 mos
TD Ameritrade, INC.
April 2007 - December 2007 · 8 mos
TD Ameritrade, INC.Broker
October 2006 - July 2009 · 2 yrs 9 mos
State Registrations13 states
ARAZCACOGAIAKSNCNDNESDTNTX
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.