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TR

Terri L. Ritchie

SUNCOAST EQUITY MANAGEMENT
Tampa, FL 33609
Some features on this profile are disabled
CRD#: 4642693
TR

Professional summary

Terri Lynn Ritchie, who also goes by Terri Lynn Bradshaw, Terri Lynn Bradshaw, Terri L Mollard, Terri Lynn Mollard, Terri Lynn Mollard, is a registered financial advisor currently at SUNCOAST EQUITY MANAGEMENT, LLC located in Tampa, Florida.

Terri is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Terri has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Terri Lynn Bradshaw | Terri Lynn Bradshaw | Terri L Mollard | Terri Lynn Mollard | Terri Lynn Mollard

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 Terri Lynn Ritchie'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

September 27, 2019 - Present

SUNCOAST EQUITY MANAGEMENT, LLC

Office #1: 5550 W Executive Dr Suite 320, Tampa, FL 33609
RIA
CRD#: 108289
Tampa, FL
Past

October 4, 2017 - August 19, 2019

MORGAN STANLEY

RIA
CRD#: 149777
TAMPA, FL
Past

October 3, 2017 - August 19, 2019

MORGAN STANLEY

BD
CRD#: 149777
TAMPA, FL
Past

October 4, 2011 - September 5, 2017

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
TAMPA, FL
Past

October 3, 2011 - September 5, 2017

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
TAMPA, FL
Past

September 30, 2010 - October 17, 2011

MORGAN STANLEY

RIA
CRD#: 149777
ST. PETERSBURG, FL
Past

March 5, 2010 - October 17, 2011

MORGAN STANLEY

BD
CRD#: 149777
ST. PETERSBURG, FL
Past

June 1, 2009 - September 14, 2009

MORGAN STANLEY

BD
CRD#: 149777
TAMPA, FL
Past

March 28, 2003 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
TAMPA, FL

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".
SUNCOAST EQUITY MANAGEMENT, LLC
SUNCOAST EQUITY MANAGEMENT, LLC
SUNCOAST EQUITY MANAGEMENT, INC. | SUNCOAST PROSPERITY ADVISORS | SUNCOAST EQUITY MANAGEMENT, LLC

CRD#: 108289 / SEC#: 801-62262

RIA
Registered Investment Advisory firm - (8/8/2003 Approved)
Alabama
Registered Investment Advisory firm - (11/5/2004 Terminated)
Connecticut
Registered Investment Advisory firm - (8/19/2003 Terminated)
Florida
Registered Investment Advisory firm - (8/8/2003 Terminated)

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
Florida
(9/27/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/27/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/19/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/26/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 4/8/2005
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/18/2005
General Securities Sales Supervisor - Options Module Examination

Current Firm

SUNCOAST EQUITY MANAGEMENT, LLC
SUNCOAST EQUITY MANAGEMENT, LLC
SUNCOAST EQUITY MANAGEMENT, INC. | SUNCOAST PROSPERITY ADVISORS | SUNCOAST EQUITY MANAGEMENT, LLC

CRD#: 108289 / SEC#: 801-62262

RIA
Registered Investment Advisory firm - (8/8/2003 Approved)
Alabama
Registered Investment Advisory firm - (11/5/2004 Terminated)
Connecticut
Registered Investment Advisory firm - (8/19/2003 Terminated)
Florida
Registered Investment Advisory firm - (8/8/2003 Terminated)
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Contact information

Main Address
5550 W Executive Dr Suite 320, Tampa, FL 33609
Mailing Address
Phone number
(813) 963-0502
Established
Firm type
Fiscal year end
# of Employees
20

SEC notice filing (25 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts810
AUM (Assets Under Management)$ 1,866,702,990

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.

Company Information

SUNCOAST EQUITY MANAGEMENT, LLC

SUNCOAST EQUITY MANAGEMENT, LLC

CRD#: 108289Tampa, FL 33609

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