Terry A. Daniels

DUNCKER STREETT & CO.

St. Louis, MO 63105

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CRD#: 2612407

Professional summary

Terry Alan Daniels is a registered financial advisor currently at DUNCKER STREETT & CO. located in St. Louis, Missouri.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Terry has worked at 3 firms and has passed the Series 63, Series 87 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Alan Daniels'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®

None

Experience

Current

October 30, 2023 - Present

DUNCKER STREETT & CO.

Office #1: 8000 Maryland Suite 1100, St. Louis, MO 63105

RIA

CRD#: 110828

St. Louis, MO

Past

June 14, 2012 - August 14, 2012

PENSION CONSULTANTS INC

RIA

CRD#: 113914

SPRINGFIELD, MO

Past

February 18, 1998 - October 11, 2006

EDWARD JONES

CRD#: 250

ST LOUIS, MO

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".

DUNCKER STREETT & CO.

CRD#: 110828 / SEC#: 801-58224

RIA

Registered Investment Advisory firm - (12/14/2000 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

Missouri
(10/30/2023)

IAR

Texas
(3/18/2025)

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

Series 63

Date: 2/23/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 3/11/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 2/17/1998

General Securities Representative Examination

Current Firm

DUNCKER STREETT & CO.

CRD#: 110828 / SEC#: 801-58224

RIA

Registered Investment Advisory firm - (12/14/2000 Approved)

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Contact information

Main Address

8000 Maryland Suite 1100, St. Louis, MO 63105

Mailing Address

Phone number

(314) 726-2600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DSC ADV 2 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	417
AUM (Assets Under Management)	$ 665,007,476

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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Terry A. Daniels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Alan Daniels's CRS (Customer Relationship Summary).

Certified licenses

Experience

DUNCKER STREETT & CO.

PENSION CONSULTANTS INC

EDWARD JONES

Primary Firm SEC Registration

DUNCKER STREETT & CO.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/23/1998

Series 87

Date: 3/11/2005

Series 7

Date: 2/17/1998

Current Firm

DUNCKER STREETT & CO.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DUNCKER STREETT & CO.

TRUST BUT VERIFY

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