Ahmet Niyazi Terzioglu

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → Present
  Citigroup Global Markets Inc.
  Rochester, NY
• 06/2009 → Present
  Morgan Stanley Smith Barney
  Rochester, NY
• 01/2015 → Present
  Morgan Stanley Private Bank, National Association
  New York, NY

Previous Registrations

• 1998-08-13 → 2002-12-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rochester, NY

Other Businesses

*377760 - Antpmt LLC; Investment related Yes; Pittsford, NY; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); August 2019; During business hours: 0; After business hours: 1; Investment Decisions/Advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-28
• S63 Uniform Securities Agent State Law Examination
  1991-08-06