Teri
Craig

Morgan Stanley

CRD#4134198
Investment Advisor
in Kansas City, MO
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About this Advisor

Teri Craig is a financial advisor working out of Kansas City, Missouri, with 16 years of experience as a financial advisor. Craig works at Morgan Stanley. Over the course of their career, Craig has held roles at Morgan Stanley and Citigroup Global Markets Inc. Craig maintains Series 66 and Series 63 licenses, qualifying them as a securities representative, and is approved to serve investors in Missouri and Texas. Morgan Stanley is an advisory firm based out of Kansas City, Missouri. The investment advisory business has offices in 702 locations and a total of 26,000 employees. It controls $735 billion in assets under management among its 1,724,668 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm serves 283 charities and foundations. Morgan Stanley performs a number of services, such as 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. Financial management fees largely vary depending on which services the firm provides the client. However, fee types billed by Morgan Stanley most likely are comprised of some combination of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Series 63

Years of Experience

16 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

Disclosures

No

Office Location

2Oth Century Tower Ii-Ste. 800 4520 Main Street
Kansas City, MO 64111

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Morgan Stanley Brokerage Details

Total Assets Under Management

$735,294,335,666

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

26,000

MO Average: 88
Total Number of Accounts

1,724,668

MO Average: 3,892
Average Account Size

$426,340

MO Average: $1,917,921

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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

Teri Craig Work History

Teri has 16 years of experience.

2009 - Present (10 years)

Morgan Stanley

2002 - 2009 (7 years)

Citigroup Global Markets Inc

Disclosures

Teri Craig has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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