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SCOTT M. TERRY
SUMMIT WEALTH AND RETIREMENT PARTNERS | Financial Advisor and CFP at Summit Wealth & Retirement Partners
EAGLE, ID 83616
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CRD#: 2009675
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Professional summary
SCOTT MICHAEL TERRY, CFP® is a registered financial advisor currently at SUMMIT WEALTH AND RETIREMENT PARTNERS located in Eagle, Idaho.
SCOTT is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. SCOTT has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
What are your service offerings?
Retirement Planning
Investment and Porfolio Manage...
Estate Planning and Family Wea...
Strategic Integrated Tax Plann...
Charitable Giving Guidance
What is your minimum asset requirement?
500K
How do you get paid?
Fixed Annual Fee
Are you a "fiduciary"?
Yes
Aliases
None
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.
STONYBROOK CANYON FARM not investment-related private residence in Castro Valley, CA farm Owner 06/2015 20 hours per month 0 hours during trading Run a small farm, growing produce for a small number of local restaurants SCOTT M. TERRY not investment-related private residence in Castro Valley, CA writing Writer, Sole Proprietor 06/2007 0 hours per month 0 hours during trading first book published in 2012, other writing for newspaper and online publications
CRS (Client Relationship Summary) - RIA
Click below to view SCOTT MICHAEL TERRY'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®
CFP®
Start date: 1991
Experience
Current
January 18, 2019 - Present
SUMMIT WEALTH AND RETIREMENT PARTNERS
Office #1: 435 E Shore Drive Suite 220, Eagle, ID 83616RIA
CRD#: 285972
EAGLE, ID
Past
January 18, 2019 - June 1, 2023
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
Danville, CA
Past
July 8, 1997 - January 30, 2019
OSAIC FA, INC.
RIA
CRD#: 3978
SAN RAMON, CA
Past
November 24, 1989 - April 7, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
November 24, 1989 - January 30, 2019
OSAIC FA, INC.
BD
CRD#: 3978
SAN RAMON, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SUMMIT WEALTH AND RETIREMENT PARTNERS
DBA SUMMIT WEALTH & RETIREMENT PARTNERS | SUMMIT WEALTH AND RETIREMENT PARTNERS | SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CRD#: 285972 / SEC#: 801-108910
RIA
Registered Investment Advisory firm - (1/5/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/18/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SUMMIT WEALTH AND RETIREMENT PARTNERS
DBA SUMMIT WEALTH & RETIREMENT PARTNERS | SUMMIT WEALTH AND RETIREMENT PARTNERS | SUMMIT WEALTH & RETIREMENT PLANNING, INC.
CRD#: 285972 / SEC#: 801-108910
RIA
Registered Investment Advisory firm - (1/5/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
435 E Shore Drive Suite 220, Eagle, ID 83616
Mailing Address
2000 Crow Canyon Place Suite 410, San Ramon, CA 94583
Phone number
(925) 927-1900
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 966 |
| AUM (Assets Under Management) | $ 824,768,246 |
Red Flags
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Company Information
SUMMIT WEALTH AND RETIREMENT PARTNERS
Financial Advisor and CFP at Summit Wealth & Retirement PartnersCRD#: 285972Eagle, ID 83616TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
