Dustin W. Terry

CLEAR HARBOR WEALTH MANAGEMENT

DESTIN, FL 32541

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CRD#: 5487877

Professional summary

Dustin Wayne Terry, who also goes by Dustin Terry, is a registered financial advisor currently at CLEAR HARBOR WEALTH MANAGEMENT located in Destin, Florida.

Dustin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Dustin has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dustin Terry

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.

1.Dustin Terry, fixed Insurance sales, not investment-related 4393 Commons Drive E, Suite 106 Destin, FL 32541, Start date 4/16/2009 2 hours per month 2 hours during trading hours insurance sales 2. Dale E. Peterson Realty not investment-related, private residence in Destin, FL; real estate brokerage Co-Owner commenced January 2018 0 hours per month 0 hours during trading hours no functions performed for the business 3. Curio Capital Crypto Opportunities Fund GP, LLC investment-related 4393 Commons Drive E, Suite 106, Destin, FL 32541 General Partner of Curio Capital Crypto Opportunities Fund L.P. Owner 4/6/2022 2 hours per month 0 hours during trading hours overall management of the entity's business and affairs

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Wayne Terry'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®

None

Experience

Current

February 24, 2021 - Present

CLEAR HARBOR WEALTH MANAGEMENT

Office #1: 543 Harbor Blvd Ste 501, Destin, FL 32541

RIA

CRD#: 311114

DESTIN, FL

Past

November 17, 2022 - December 31, 2024

GREAT POINT CAPITAL LLC

CRD#: 114203

CHICAGO, IL

Past

January 11, 2017 - April 22, 2021

CENTER STREET ADVISORS, INC.

RIA

CRD#: 169329

Miramar Beach, FL

Past

October 5, 2016 - November 9, 2016

CENTER STREET ADVISORS, INC.

RIA

CRD#: 169329

Destin, FL

Past

August 26, 2016 - June 2, 2022

CENTER STREET SECURITIES, INC.

CRD#: 26898

Destin, FL

Past

June 23, 2015 - December 31, 2016

CLEAR HARBOR WEALTH MANAGEMENT, LLC

RIA

CRD#: 175444

DESTIN, FL

Past

April 2, 2015 - September 10, 2015

OSAIC SERVICES, INC.

RIA

CRD#: 133763

NICEVILLE, FL

Past

April 2, 2015 - September 10, 2015

OSAIC SERVICES, INC.

CRD#: 133763

NICEVILLE, FL

Past

April 23, 2013 - April 2, 2015

OSAIC SERVICES, INC.

RIA

CRD#: 133763

NICEVILLE, FL

Past

April 16, 2013 - April 2, 2015

OSAIC SERVICES, INC.

CRD#: 133763

NICEVILLE, FL

Past

November 22, 2011 - April 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DESTIN, FL

Past

November 18, 2011 - April 19, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DESTIN, FL

Past

April 15, 2008 - November 21, 2011

EDWARD JONES

RIA

CRD#: 250

FT WALTON BEACH, FL

Past

March 31, 2008 - November 21, 2011

EDWARD JONES

CRD#: 250

FT WALTON BEACH, FL

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
(2/24/2021)

IAR

Texas
(9/19/2022)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/11/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/28/2008

General Securities Representative Examination

Current Firm

CLEAR HARBOR WEALTH MANAGEMENT

CLEAR HARBOR WEALTH MANAGEMENT | CURIO CAPITAL MANAGEMENT | CLEAR HARBOR WEALTH MANAGEMENT LLC

CRD#: 311114 / SEC#:

Florida

Registered Investment Advisory firm - (2/24/2021 Approved)

Texas

Registered Investment Advisory firm - (9/19/2022 Conditional Restricted)

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Contact information

Main Address

543 Harbor Blvd Ste 501, Destin, FL 32541

Mailing Address

Phone number

(850) 687-3384

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	206
AUM (Assets Under Management)	$ 48,414,499

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.

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Advisor Monitoring

Firm Stability Insights

Dustin W. Terry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dustin Wayne Terry's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT POINT CAPITAL LLC

CENTER STREET ADVISORS, INC.

CENTER STREET ADVISORS, INC.

CENTER STREET SECURITIES, INC.

CLEAR HARBOR WEALTH MANAGEMENT, LLC

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 4/11/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/28/2008

Current Firm

CLEAR HARBOR WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CLEAR HARBOR WEALTH MANAGEMENT

TRUST BUT VERIFY

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