Terence
Markey

Morgan Stanley

CRD#6220289
Investment Advisor
in Stamford, CT

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About this Advisor

Terence Markey is a financial advisor operating out of Stamford, Connecticut, who has 8 years of industry experience. Markey is an advisor for Morgan Stanley. Over the course of their career, Markey has held roles at Morgan Stanley and Morgan Stanley Private Bank, National Association. Markey has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Connecticut and Texas. Morgan Stanley is an advisory business operating out of Purchase, NY. The company has offices in 930 locations and a total of 28,000 employees. It manages $1 trillion in assets under management between its 2,233,188 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 30,383 charitable organizations. Of its 2,233,188 accounts, just 1% belong to high-net-worth investors who have greater than $1 million in investable assets. The business performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management are based on the services offered. However, fee types charged by Morgan Stanley may include some blend of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

4 Landmark Square 2Nd Floor
Stamford, CT 06901

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

CT Average: $7,464,549,021
Total Number of Employees

28,000

CT Average: 88
Total Number of Accounts

2,233,188

CT Average: 3,892
Average Account Size

$530,659

CT Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Terence Markey Work History

Terence has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2013 - Present (11 years)

Morgan Stanley

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Terence Markey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Daniel Evans
New York, NY
Matthew Cooper
New Haven, CT
Russell Huebschle
Oakland, CA
Margret Birch
Oak Brook, IL
Charles Doering
Walnut Creek, CA
Beth Prospero
Jersey City, NJ
Calvin Mason
Pueblo, CO
Melissa Moyer
Blue Bell, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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