Terrel G. Stanton
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
LITTLE ROCK, AR
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CRD#: 4933623
Professional summary
Terrel G Stanton, who also goes by Terrel Gordon Stanton, Terrel Gordon Stanton II, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Little Rock, Arkansas and FIDELITY BROKERAGE SERVICES LLC located in Little Rock, Arkansas.
Terrel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Terrel has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 51 and Series 26 exams.
Biography
My process, my business beliefs, and my values are all centered on building relationships with clients to learn, educate, and work together on a roadmap designed to address their personal financial situation.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terrel Gordon Stanton | Terrel Gordon Stanton Ii
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.
CRS (Client Relationship Summary) - RIA
Click below to view Terrel G Stanton'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®
NoneEducation
Ferris State University
NA
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 17400 Chenal Parkway Suite 130, Little Rock, AR 72223-5892RIA
CRD#: 104555
LITTLE ROCK, AR
Current
February 3, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 17400 Chenal Parkway Suite 130, Little Rock, AR 72223BD
CRD#: 7784
Little Rock, AR
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
LITTLE ROCK, AR
Past
April 25, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GRAND BLANC, MI
Past
January 29, 2008 - October 7, 2008
UVEST FINANCIAL SERVICES GROUP, INC.
BD
CRD#: 13787
ROCHESTER HILLS, MI
Past
November 15, 2006 - February 5, 2008
IFMG SECURITIES, INC.
BD
CRD#: 14416
COMMERCE TOWNSHIP, MI
Past
July 4, 2005 - December 31, 2006
TCF INVESTMENTS, INC.
BD
CRD#: 34954
COMMERCE TOWNSHIP, MI
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
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.RR
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
RR
Alaska(5/9/2024)
RR
Arizona(2/3/2012)
RR
Arkansas(11/5/2019)
IAR
Arkansas(3/31/2025)
RR
California(8/10/2017)
RR
Colorado(3/25/2023)
RR
Connecticut(10/8/2021)
RR
Florida(2/3/2012)
RR
Georgia(10/23/2013)
RR
Idaho(11/5/2019)
RR
Illinois(8/10/2017)
RR
Indiana(10/9/2020)
RR
Iowa(4/14/2025)
RR
Kansas(6/5/2025)
RR
Kentucky(11/5/2019)
RR
Louisiana(9/13/2023)
RR
Maryland(6/5/2025)
RR
Massachusetts(3/2/2024)
RR
Michigan(4/24/2012)
RR
Minnesota(4/23/2020)
RR
Mississippi(7/10/2023)
RR
Missouri(7/10/2023)
RR
Nebraska(2/28/2025)
RR
New Hampshire(2/28/2025)
RR
New Jersey(12/2/2024)
RR
North Carolina(1/9/2017)
RR
North Dakota(4/23/2020)
RR
Ohio(8/11/2017)
RR
Oklahoma(7/10/2023)
RR
Oregon(7/21/2023)
RR
Pennsylvania(3/4/2022)
RR
South Carolina(8/10/2017)
RR
South Dakota(8/8/2020)
RR
Tennessee(8/8/2020)
RR
Texas(8/10/2017)
IAR
Texas(3/31/2025)
RR
Utah(8/13/2021)
RR
Virginia(8/10/2017)
RR
Wisconsin(2/12/2021)
RR
Wyoming(8/10/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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
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 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Little Rock, ARTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
