Ted E. Furniss
Professional summary
Ted E Furniss, who also goes by Ted Eugene Furniss, is a registered financial advisor currently at INLET PRIVATE WEALTH, LLC located in Jupiter, Florida.
Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Ted has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ted E Furniss's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 29, 2018 - Present
INLET PRIVATE WEALTH, LLC
Office #1: 116 Intracoastal Pointe Dr. Suite 400, Jupiter, FL 33477August 23, 2011 - July 16, 2018
M&T SECURITIES, INC.
December 15, 2006 - September 2, 2011
WILMINGTON BROKERAGE SERVICES COMPANY
October 13, 2003 - March 3, 2006
BROWN BROTHERS HARRIMAN & CO.
June 20, 2003 - October 6, 2003
MAPLEWOOD INVESTMENTS, INC.
September 15, 1998 - November 15, 2001
P. R. HERZIG & CO. INC.
Primary Firm SEC Registration
INLET PRIVATE WEALTH, LLC
CRD#: 297154 / SEC#: 801-113455
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/30/2018)
(4/16/2025)
Exams
Series 55
Date: 7/26/2000
Limited Representative-Equity Trader ExamCurrent Firm
INLET PRIVATE WEALTH, LLC
CRD#: 297154 / SEC#: 801-113455
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 173 |
| AUM (Assets Under Management) | $ 554,869,914 |
Red Flags
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