Terri Marie Milano

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

• 01/2013 → 08/2017
  Morgan Stanley
  Boca Raton, FL
• 08/2017 → Present
  Morgan Stanley
  Boca Raton, FL

Other Businesses

1. TRUSTEE FOR PARENTS REAL ESTATE TRUST 2. L&T LLC; Investment related; Rental property; Manager (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 1 4.*424234- Trust; Florida; Dec 2020; During business hours: 0 5. *424083 - Trust; Investment related -Yes; Boynton Beach, Florida; Trustee 12/2021; During business hours: 0; After business hours: 1.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-01

Other Names

• Terri Milano
• Theresa Marie Porco
• Terri Porco
• Theresa Milano
• Theresa Marie Milano
• Terri Marie Milano