Terry J. Dorrity

FIDELITY CAPITAL MANAGEMENT CORP

Alburtis, PA

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CRD#: 2838006

Professional summary

Terry James Dorrity is a registered financial advisor currently at FIDELITY CAPITAL MANAGEMENT CORP located in Alburtis, Pennsylvania.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Terry has worked at 2 firms and has passed the Series 65, Series 63, Series 3, Series 7 and Series 30 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.

I own KelsBuds inc which owns Bone's pizza and restaurant and Bone's Twisted Sister yogurt and smoothie shop. I work at both of them around a combined 25 hours a week. Mr. Dorrity also has %25 ownership in Men of Means inc. which owns a condo in Florida.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry James Dorrity'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®

None

Experience

Current

July 12, 2001 - Present

FIDELITY CAPITAL MANAGEMENT CORP

RIA

CRD#: 122651

Alburtis, PA

Past

February 13, 1997 - March 26, 1997

A.S. GOLDMEN & CO., INC.

CRD#: 23180

RED BANK, NJ

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

Pennsylvania
(7/12/2001)

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: 4/6/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/25/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 5/7/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/12/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 30

Date: 12/17/1997

NFA Branch Manager Examination

Current Firm

FIDELITY CAPITAL MANAGEMENT CORP

FIDELITY CAPITAL MANAGEMENT CORP | KELS BUDS INC | INTEGRITY INVESTMENTS

CRD#: 122651 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (7/12/2001 Approved)

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Contact information

Main Address

2940 Country Woods Lane, Palm Harbor, FL 34683

Mailing Address

Phone number

(941) 706-5564

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 150,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Terry J. Dorrity

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry James Dorrity's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY CAPITAL MANAGEMENT CORP

A.S. GOLDMEN & CO., INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2001

Series 63

Date: 2/25/1997

Series 3

Date: 5/7/1997

Series 7

Date: 2/12/1997

Series 30

Date: 12/17/1997

Current Firm

FIDELITY CAPITAL MANAGEMENT CORP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDELITY CAPITAL MANAGEMENT CORP

TRUST BUT VERIFY

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