Zoe M Ter Kuile

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

• 10/2023 → 06/2024
  Morgan Stanley
  New York, NY
• 11/2021 → 11/2022
  William Collage
  New York City, NY
• 11/2021 → 11/2022
  John L. Searles
  New York City, NY
• 05/2021 → 08/2021
  Oscilloscope Laboratories
  Brooklyn, NY
• 01/2020 → 05/2021
  Comerford Collection
  Bridgehampton, NY
• 09/2018 → 09/2019
  Bumble
  Toronto
• 11/2022 → 09/2023
  Self Employed
  New York City, NY
• 08/2016 → 05/2021
  University Of Toronto
  Toronto
• 06/2024 → Present
  Morgan Stanley
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-27
• S63 Uniform Securities Agent State Law Examination
  2025-07-02

Other Names

• Zoe M Terkuile