Terri
Murray

Morgan Stanley

CRD#3018726
Investment Advisor
in Charleston, SC

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About this Advisor

Terri Murray is a financial advisor based in Charleston, South Carolina, working with Morgan Stanley. Terri has previously held positions at Morgan Stanley, Amazon, and Morgan Stanley Private Bank, National Association. Terri has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in South Carolina and Texas. Currently, Terri is part of Morgan Stanley, which operates out of Charleston, South Carolina. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 65, Series 66

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, Performance-based Fees, Others

Office Location

850 Morrison Drive Suite 800
Charleston, SC 29403

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

SC Average: 88
Total Number of Accounts

2,405,783

SC Average: 3,892
Average Account Size

$582,939

SC 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

Terri Murray Work History

2015 - Present (9 years)

Morgan Stanley

2015 - Present (9 years)

Morgan Stanley Private Bank, National Association

2012 - 2015 (3 years)

Amazon

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Disclosures

Please visit the SEC profile of Terri Murray 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

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

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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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