Terrence W. Dorsey

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CRD#: 4803606

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Terrence William Dorsey was a registered financial professional .

Terrence is a previously registered financial professional and started their career in finance in 2017. Terrence had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 5, 2017 - November 13, 2024

DORSEY CAPITAL MANAGEMENT

RIA

CRD#: 131519

SUMMERFIELD, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

DORSEY CAPITAL MANAGEMENT

DORSEY CAPITAL MANAGEMENT | DORSEY, TERRENCE WILLIAM

CRD#: 131519 / SEC#:

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Contact information

Main Address

9211 Se 118th Loop, Summerfield, FL 34491

Mailing Address

Phone number

(916) 645-8211

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	35
AUM (Assets Under Management)	$ 30,129,200

Red Flags

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