Terrie L Kilroy

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2020-02-20
MD	RA	APPROVED	2016-05-20

TX RA
APPROVED_RES

Since 2020-02-20
MD RA
APPROVED

Since 2016-05-20

Branch Locations

1201 Wills Street Suite 700, Baltimore, MD 21231 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Baltimore	MD	12/1999	Present

12/1999 → Present

Morgan Stanley

Baltimore, MD

Other Businesses

1. Rodan and Fields; Fallston, MD; Independent Contractor; Cosmetics; Consultant; 01/2017; 0,1 2. Rental Property; Investment related Yes; Pasadena, MD; Rental ; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2014; During business hours: 0; After business hours: 0.5; Landlord. 3. TK Shots; business/company; photography; sole proprietor/ owner/officer; photographer; 04/2012; during business hours 0; after business hours 2

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-20

S66 Uniform Combined State Law Examination

2016-05-20

View on SEC IAPD