Matthew Terwilliger, financial advisor Columbus OH
90 score

Matthew Terwilliger

CRD Number: 6010823
Current Firm: Morgan Stanley

Matthew Terwilliger (CRD# 6010823) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Columbus, OH Jul 2014 - Current 2
Bank Of America, N.a. Columbus, OH Mar 2012 - Jul 2014 2
Merrill Lynch, Pierce, Fenner And Smith Incorporated Columbus, OH Dec 2011 - Jul 2014 2
Unemployed Columbus, OH Aug 2011 - Dec 2011 < 1
Edwards Communities Columbus, OH Apr 2011 - Aug 2011 < 1
Phoenix Hagen Basketball Hagen, Sep 2010 - Apr 2011 < 1
Unemployed Columbus, OH Apr 2010 - Sep 2010 < 1
Paderborn Baskets Paderborn, Aug 2009 - Apr 2010 < 1
Unemployed Columbus, OH Jun 2009 - Aug 2009 < 1
Paderborn Baskets Paderborn, Jul 2008 - Jun 2009 < 1
Unemployed Columbus, OH May 2008 - Jul 2008 < 1
The Ohio State University Columbus, OH Jun 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Matthew L. Terwilliger
Phone Number: 914-225-5510
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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