Terrence P. Wassel

STRATEGIC ADVISERS LLC | Vice President, Wealth Planner

MIDLOTHIAN, VA

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CRD#: 3031118

Professional summary

Terrence Paul Wassel, who also goes by Terrence Paul Wassel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Midlothian, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Midlothian, Virginia.

Terrence is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Terrence has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 9 exams.

Biography

As a Wealth Planner, my role is to bring all of Fidelity's resources and planning expertise to our clients.  I accomplish this by analyzing what is most important to our clients, and then helping to develop a plan that can be maintained, and adjusted for life's changes.  Communication, financial planning, and regular review of our strategy are paramount to me in how I work for our clients.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terrence Paul Wassel

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 Terrence Paul Wassel'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

Education

York College

Bachelor of Science (BS) - Psychology

1997

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 15521 Midlothian Tpke, Midlothian, VA 23113

RIA

CRD#: 104555

MIDLOTHIAN, VA

Current

February 9, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 15521 Midlothian Tpke Suite 101, Midlothian, VA 23113

CRD#: 7784

MIDLOTHIAN, VA

Past

February 24, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

MIDLOTHIAN, VA

Past

September 20, 2018 - February 4, 2021

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Richmond, VA

Past

May 14, 2015 - September 17, 2018

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

ORLANDO, FL

Past

August 1, 2012 - March 15, 2017

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Richmond, VA

Past

January 26, 2012 - March 22, 2012

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Richmond, VA

Past

January 3, 2012 - August 3, 2012

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

ORLANDO, FL

Past

February 10, 2003 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Richmond, VA

Past

May 28, 1999 - February 4, 2021

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Richmond, VA

Past

April 12, 1999 - June 23, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

April 12, 1999 - June 23, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

June 15, 1998 - August 7, 1998

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(2/7/2022)

Colorado
(9/27/2023)

District of Columbia
(1/14/2022)

Florida
(4/13/2021)

Hawaii
(4/3/2023)

Kentucky
(10/10/2023)

Louisiana
(5/20/2025)

Maryland
(3/8/2022)

Massachusetts
(8/18/2025)

New Hampshire
(10/2/2023)

North Carolina
(8/16/2021)

Ohio
(10/12/2021)

Pennsylvania
(4/12/2021)

Rhode Island
(10/6/2025)

South Carolina
(3/5/2024)

Tennessee
(5/9/2022)

Texas
(9/27/2023)

IAR

Texas
(3/31/2025)

Utah
(7/11/2022)

Virginia
(2/11/2021)

IAR

Virginia
(3/31/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/29/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/6/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/12/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 10/12/2001

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Terrence P. Wassel

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Paul Wassel's CRS (Customer Relationship Summary).

Certified licenses

Education

York College

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2007

Series 63

Date: 7/6/1998

SIE

Date: 10/1/2018

Series 7

Date: 6/12/1998

Series 9

Date: 10/12/2001

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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