Thomas J. Terhaar
Professional summary
Thomas Joseph Terhaar, CFP®, ChFC®, who also goes by Thomas J Terhaar, is a registered financial advisor currently at CONRAD SIEGEL INVESTMENT ADVISORS located in Harrisburg, Pennsylvania.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Thomas has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Joseph Terhaar's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2003
Experience
December 4, 2014 - Present
CONRAD SIEGEL INVESTMENT ADVISORS
Office #1: 501 Corporate Circle, Harrisburg, PA 17110December 22, 2011 - November 11, 2014
PNC WEALTH MANAGEMENT LLC
December 22, 2011 - November 11, 2014
PNC WEALTH MANAGEMENT LLC
March 15, 2004 - May 23, 2011
WELLS FARGO CLEARING SERVICES, LLC
March 8, 2004 - May 23, 2011
WELLS FARGO CLEARING SERVICES, LLC
February 8, 1994 - March 2, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CONRAD SIEGEL INVESTMENT ADVISORS
CRD#: 123560 / SEC#: 801-62505
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/4/2014)
Exams
Current Firm
CONRAD SIEGEL INVESTMENT ADVISORS
CRD#: 123560 / SEC#: 801-62505
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,085 |
| AUM (Assets Under Management) | $ 10,118,593,493 |
Red Flags
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