Terry Gravely
Investment adviser representative at Morgan Stanley
14 yearsExperience
2 statesRegistered in
$2TFirm assets
17 yearsFirm in business
Are you Terry Gravely? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Morgan StanleyJan 2021 to now
- Pfg Advisors, LLCJun 2019 to Dec 2019
- Securities America, IncMay 2019 to Dec 2019
- Direct EducationSep 2014 to Jan 2021
- Tg's Personal TrainingJan 2012 to Jan 2021
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4170128
- Firm CRD
- 149777