NT
NT

Neil Terry

16 Years of Experience
Toledo, OH
Broker

Neil Terry is a registered investment advisor at Morgan Stanley, based in Toledo, OH, with 16 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
Loading...

Location

7311 Crossleigh Court, Toledo, OH, 43617

Get directions

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.

Learn about disclosures →
Other Business Activities

Neil is a woodcraft and arts/crafts maker for Black Swamp Magic, dedicating about 10-20% of his time after business hours. He also works as a DoorDash driver for a few hours per week after business hours and as a part-time seasonal event associate at Bass Pro.

Employment History
Current Registrations
Morgan Stanley
February 2017 - Present · 9 yrs 7 mos
Morgan StanleyBroker
January 2017 - Present · 9 yrs 8 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
September 2015 - November 2016 · 1 yr 2 mos
Scottrade, INC.Broker
April 2010 - August 2015 · 5 yrs 4 mos
Fidelity Brokerage Services LLCBroker
March 2007 - May 2008 · 1 yr 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.