Brian Terrell is a registered investment advisor at Morgan Stanley, based in Dacula, GA, with 4 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
Dacula, GA
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Regulatory History (1)
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Financial
August 2024Final
Employment History
Current Registrations
Morgan Stanley
September 2025 - Present · 1 yr
Morgan StanleyBroker
March 2023 - Present · 3 yrs 6 mos
Morgan Stanley
March 2023 - Present · 3 yrs 6 mos
Previous Registrations
E*trade Securities LLCBroker
July 2021 - September 2023 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.