Terry C. Seely

FIDUCIARY FINANCIAL ADVISORS

Grand Rapids, MI 49503

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CRD#: 2097305

Professional summary

Terry Charles Seely, AIF® is a registered financial advisor currently at FIDUCIARY FINANCIAL ADVISORS located in Grand Rapids, Michigan.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Terry has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

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.

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES AND LONG-TERM CARE 2) NAME OF OTHER BUSINESS: NAVSAV ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SALES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SALES, LIFE, FIXED ANNUITIES AND DISABILITY SPECIALIST; 3) MICHIGAN HIGH SCHOOL ATHLETIC ASSOCIATION, REGISTERED BASKETBALL OFFICIAL, ADDRESS EAST LANSING, MI, SEASONAL (WINTER/SPRING) 6-8H/WEEK, SINCE 2005. 4) NAME OF OTHER BUSINESS: CAPITAL IDEAS, LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FIXED INSURANCE SALES;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Charles Seely's CRS (Customer Relationship Summary).

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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

October 18, 2024 - Present

FIDUCIARY FINANCIAL ADVISORS

Office #1: 124 Fulton St. East Suite 200, Grand Rapids, MI 49503

RIA

RIA

CRD#: 20068

GRAND RAPIDS, MI

Past

February 8, 2001 - October 31, 2005

SUNAMERICA SECURITIES, INC.

CRD#: 20068

PHOENIX, AZ

Past

January 2, 1998 - February 8, 2001

CADARET, GRANT & CO., INC.

CRD#: 10641

SYRACUSE, NY

Past

July 31, 1997 - January 2, 1998

PINEBRIDGE SECURITIES LLC

CRD#: 5967

NEW YORK, NY

Past

November 1, 1990 - July 3, 1997

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

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".

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Michigan
(10/18/2024)

IAR

Texas
(6/5/2025)

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

State Security Law Exam

IAR

Series 65

Date: 6/22/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/8/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/30/1990

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FIDUCIARY FINANCIAL ADVISORS

ACTION POINT FINANCIAL PLANNING, LLC | LUMINOUS MONEY | FIDUCIARY FINANCIAL ADVISORS

CRD#: 172103 / SEC#: 801-120619

RIA

Registered Investment Advisory firm - (3/26/2021 Approved)

Michigan

Registered Investment Advisory firm - (5/13/2021 Terminated)

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Contact information

Main Address

124 Fulton St. East Suite 200, Grand Rapids, MI 49503

Mailing Address

Phone number

(616) 622-3062

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (8/14/2025)

Regulatory assets under management

Total Number of Accounts	2,035
AUM (Assets Under Management)	$ 1,165,890,928

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/02/2025	Cover Page	Report
10/16/2024	Cover Page	Report

Red Flags

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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We're Here To Help

Advisor Monitoring

Firm Stability Insights

Terry C. Seely

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Charles Seely's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

SUNAMERICA SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

SUNAMERICA SECURITIES, INC.

CADARET, GRANT & CO., INC.

PINEBRIDGE SECURITIES LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

FIDUCIARY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2001

Series 63

Date: 1/8/1991

SIE

Date: 10/1/2018

Series 6

Date: 10/30/1990

Current Firm

FIDUCIARY FINANCIAL ADVISORS

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIARY FINANCIAL ADVISORS

TRUST BUT VERIFY

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