Scott Michael Terry
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Retirement Planning
- Investment and Porfolio Management
- Estate Planning and Family Wealth Transfers
- Strategic Integrated Tax Planning
- Charitable Giving Guidance
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
linkedin.com/in/xxxxxx
facebook.com/xxxxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
DBA SUMMIT WEALTH & RETIREMENT PARTNERS | SUMMIT WEALTH AND RETIREMENT PARTNERS | SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Contact Information
Main Address
435 E Shore Drive Suite 220, Eagle, ID 83616Mailing Address
2000 Crow Canyon Place Suite 410, San Ramon, CA 94583Phone Number
(925) 927-1900# of Employees
12SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,018AUM (Assets Under Management)
$978,085,825Similar Advisors
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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.
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Primary Firm SEC Registration
DBA SUMMIT WEALTH & RETIREMENT PARTNERS | SUMMIT WEALTH AND RETIREMENT PARTNERS | SUMMIT WEALTH & RETIREMENT PLANNING, INC.
State Registrations and Notice Filings
(1/18/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1989About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view SCOTT MICHAEL TERRY's CRS (Customer Relationship Summary).
Services Offered by SCOTT
- Retirement Planning
- Investment and Porfolio Management
- Estate Planning and Family Wealth Transfers
- Strategic Integrated Tax Planning
- Charitable Giving Guidance
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