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About this Advisor
Terry Swartzentruber is a financial advisor working out of Stroudsburg, Pennsylvania with 10 years of relevant experience. Swartzentruber is an advisor for Morgan Stanley. During their career, Swartzentruber has held roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Swartzentruber holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Morgan Stanley is a registered investment company based out of Purchase, NY. It has offices in 930 locations and a total of 28,000 advisors. It administers $1 trillion in assets under management across its 2,233,188 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a broad range 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. A financial advisor's fee schedules depend on which service is provided. Fees charged by Morgan Stanley likely are comprised of any combination of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
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Morgan Stanley Brokerage Details
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
Terry Swartzentruber Work History
Terry has been registered as a financial advisor for 10 years.*
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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.
Please visit the SEC profile of Terry Swartzentruber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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