TD
Terry J. Delhomme
STONE WEALTH PARTNERS LLC
LAFAYETTE, LA 70508
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CRD#: 5592888
TD
Professional summary
Terry James Delhomme II, who also goes by Terry J Delhomme II, is a registered financial advisor currently at STONE WEALTH PARTNERS LLC located in Lafayette, Louisiana.
Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Terry has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terry J Delhomme 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.
Owner/Manager of Geaux Park UL - a public Parking Lot since 2010. Not investment related. Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Delhomme Properties LLC - rental property since 2020. Not investment related, Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Delhomme Energy Holdings, LLC - Used for investing in oil well drilling projects since 2023. Not investment related, Lafayette, LA, owner, 0 hours per month during and after trading hours, no duties, passive investor. Silicohomme Valley, LLC - used for investing in technology Not investment related, Lafayette, LA, owner, started 2025, 0 hours per month during and after trading hours, no duties, passive investor. Helicopter Money, LLC - used for holding personal investment in small regional bank. Lafayette, LA, owner, started 2021, 0 hours per month during and after trading hours, no duties, passive investor.
CRS (Client Relationship Summary) - RIA
Click below to view Terry James Delhomme II'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®
NoneExperience
Current
December 20, 2022 - Present
STONE WEALTH PARTNERS LLC
Office #1: 1200 Camellia Suite 101, Lafayette, LA 70508RIA
CRD#: 308429
LAFAYETTE, LA
Past
February 1, 2017 - December 20, 2022
SPIRE WEALTH MANAGEMENT, LLC
RIA
CRD#: 113908
Lafayette, LA
Past
May 19, 2011 - November 30, 2017
OXFORD ASSET MANAGEMENT, LLC
RIA
CRD#: 114571
LAFAYETTE, LA
Past
November 17, 2008 - May 6, 2011
EDWARD JONES
RIA
CRD#: 250
BROUSSARD, LA
Past
October 30, 2008 - May 6, 2011
EDWARD JONES
BD
CRD#: 250
BROUSSARD, LA
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".
SW
STONE WEALTH PARTNERS LLC
STONE WEALTH PARTNERS | STONE WEALTH PARTNERS LLC
CRD#: 308429 / SEC#: 801-129772
RIA
Registered Investment Advisory firm - (3/27/2024 Approved)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 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
Louisiana(12/20/2022)
IAR
Texas(1/6/2023)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
SW
STONE WEALTH PARTNERS LLC
STONE WEALTH PARTNERS | STONE WEALTH PARTNERS LLC
CRD#: 308429 / SEC#: 801-129772
RIA
Registered Investment Advisory firm - (3/27/2024 Approved)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Louisiana
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 Camellia Suite 101, Lafayette, LA 70508
Mailing Address
375 Lions St, Jefferson, LA 70121
Phone number
(337) 660-2334
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 669 |
| AUM (Assets Under Management) | $ 118,435,585 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STONE WEALTH PARTNERS LLC
CRD#: 308429Lafayette, LA 70508TRUST BUT VERIFY
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