Brian S Terrell

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

• 03/2013 → 03/2017
  American Access Casualty Company
  Downers Grove, IL
• 03/2017 → 08/2017
  Unemployed
  Chicago, IL
• 08/2017 → 05/2020
  Breaux Capital
  Brooklyn, NY
• 12/2017 → 02/2018
  Axa Advisors Llc
  Atlanta, GA
• 04/2021 → 09/2023
  E*Trade Securities Llc
  Alpharetta, GA
• 06/2020 → 04/2021
  Massmutual
  Peachtree Corners, GA
• 08/2019 → 02/2020
  Newks Eatery
  Buford, GA
• 02/2020 → 04/2021
  Publix Supermarkets
  Dacula, GA
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  Alpharetta, GA

Other Businesses

*584706 - Southern Elite Officials Association ; Investment related - No ; Dacula,Georgia ; Recreation ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 3/2024 ; During business hours : 0 ; After business hours : 25 ; Labor/Service *640912 - BAT Data Analytics; Investment related: Yes; Dacula; Georgia; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 10; Administrative *640565- Brian Steven Terrell LLC; Investment related-Yes; Dacula, Georgia; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 5; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-11
• S63 Uniform Securities Agent State Law Examination
  2021-08-10

Other Names

• Brian Terrell
• Brian Steven Terrell