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Terrence L. Mccrary

CHATSWORTH SECURITIES LLC
Greenwich, CT 06830
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CRD#: 1836364
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Professional summary


Terrence Lewis Mccrary, who also goes by Terrence Mccrary, is a registered financial professional currently at CHATSWORTH SECURITIES LLC located in Greenwich, Connecticut.

Terrence is registered as a RR (Registered Representative) and started their career in finance in 1989. Terrence has worked at 14 firms and has passed the Series 63, Series 66, SIE, Series 79, Series 82, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Terrence Mccrary

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Terrence Lewis Mccrary's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 15, 2014 - Present

CHATSWORTH SECURITIES LLC

Office #1: 95 East Putnam Avenue, Greenwich, CT 06830
BD
CRD#: 40804
Greenwich, CT
Past

August 16, 2011 - October 14, 2011

OCEAN CROSS CAPITAL MARKETS LLC

BD
CRD#: 156256
WESTPORT, CT
Past

February 10, 2011 - April 3, 2013

MCCRARY CAPITAL MANAGEMENT

RIA
CRD#: 151163
SEATTLE, WA
Past

October 26, 2010 - August 16, 2011

SOUTHRIDGE INVESTMENT GROUP LLC

BD
CRD#: 45531
RIDGEFIELD, CT
Past

March 19, 2008 - December 11, 2008

SOUTHRIDGE INVESTMENT GROUP LLC

BD
CRD#: 45531
RIDGEFIELD, CT
Past

January 18, 2002 - May 30, 2006

BSI BROKERAGE, INC.

BD
CRD#: 41069
NEW YORK, NY
Past

May 11, 2000 - May 4, 2001

THE CAMELOT GROUP, INC.

BD
CRD#: 31091
FT LAUDERDALE, FL
Past

July 26, 1999 - February 7, 2000

MORGAN GRANT CAPITAL CORP.

BD
CRD#: 28595
GARDEN CITY, NY
Past

October 7, 1998 - December 15, 1998

GENERAL SECURITIES CORP

BD
CRD#: 15062
NORTH KANSAS CITY, MO
Past

June 18, 1998 - September 15, 1998

WALDRON & CO., INC.

BD
CRD#: 868
IRVINE, CA
Past

January 25, 1995 - June 11, 1998

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

April 20, 1990 - March 4, 1992

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

August 23, 1989 - May 9, 1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

August 23, 1989 - May 9, 1990

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

March 21, 1989 - May 2, 1990

AMERIMUTUAL CORPORATION

BD
CRD#: 15573

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Connecticut
(4/15/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 4/8/2014
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 8/18/2009
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


CS
CHATSWORTH SECURITIES LLC
CHATSWORTH SECURITIES LLC | CHATSWORTH SECURITIES, LLC

CRD#: 40804 / SEC#: 801-120061, 8-49199

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
95 East Putnam Avenue, Greenwich, CT 06830
Mailing Address
95 East Putnam Avenue, Greenwich, CT 06830
Phone number
(203) 629-2612
Established
New York since 03/20/1996
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
30

FINRA licenses (6 States and Territories)


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Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
DIFIORE, RALPH RAYMONDSENIOR MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER / AML OFFICER / CHIEF EXECUTIVE OFFICER1913027
FULVIO, GENNARO JOHNFINOP2435828
MACLEAN, DANIEL CRAWFORDSENIOR MANAGING DIRECTOR1467579
MATCOVSKY, JOEL JAYSENIOR MANAGING DIRECTOR1769496
THE ESTATE OF CURTIS E. GOWDYESTATE

Disclosures


Regulatory Event1

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CHATSWORTH SECURITIES LLC

CRD#: 40804Greenwich, CT 06830

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