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Paula Terzioglu

19 Years of Experience
Rochester, NY
Broker

Paula Terzioglu is a registered investment advisor at Morgan Stanley, based in Rochester, NY, with 19 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

300 Linden Oaks, Suite 200, Rochester, NY, 14625

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Paula is a member of Antpmt LLC, a real estate business, since June 2020. She dedicates minimal time outside of business hours to business development and growth.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 6 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO., IncorporatedBroker
October 2007 - November 2007 · 1 mo
Morgan Stanley & CO., Incorporated
October 2007 - November 2007 · 1 mo
Thrivent Investment Management INC.
February 2007 - October 2007 · 8 mos
Thrivent Investment Management INC.Broker
February 2007 - October 2007 · 8 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPAPRRISCTNTXUTVAVTVirgin IslandsWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.