TP
TP

Terrence Park

16 Years of Experience
Grand Rapids, MI
Broker

Terrence Park is a registered investment advisor at Morgan Stanley, based in Grand Rapids, MI, 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
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Location

5122 Cascade Road, 1st Floor, Grand Rapids, MI, 49546

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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

Terrence is the owner and manager of Fix My Ride LLC, a web and mobile application connecting drivers with mechanics. The company has been inactive since 2020 and Terrence spends no time on it.

Employment History
Current Registrations
Morgan StanleyBroker
July 2021 - Present · 4 yrs 10 mos
Morgan Stanley
July 2021 - Present · 4 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2017 - July 2021 · 3 yrs 10 mos
UBS Financial Services INC.
September 2017 - July 2021 · 3 yrs 10 mos
Morgan Stanley
November 2010 - September 2017 · 6 yrs 10 mos
Morgan StanleyBroker
March 2010 - September 2017 · 7 yrs 6 mos
Citigroup Global Markets INC.Broker
November 2008 - June 2009 · 7 mos
State Registrations37 states
AKALAZCACOCTDEFLGAIAIDILINKYLAMAMDMEMIMNMTNCNENJNVNYOHORPARITNTXUTVAWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.