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Terry Dirrim

18 Years of Experience
Mishawaka, IN
Broker

Terry Dirrim is a registered investment advisor at Morgan Stanley, based in Mishawaka, IN, 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

4100 Edison Lakes Parkway, Suite 200, Mishawaka, IN, 46545

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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

Terry is involved with an estate since April 2022. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.Broker
July 2007 - June 2009 · 1 yr 11 mos
State Registrations18 states
AZCAFLILINMIMONCNJNYOHPASCTNTXUTVAWA
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.