Terrence Riley Dewitt
Professional Summary
Terrence Riley Dewitt, who also goes by Terrence Biley Dewitt, Terry Dewitt, is a registered financial advisor currently at O'BRIEN-STALEY PARTNERS located in Waco, Texas. Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Terrence has worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Terrence Biley Dewitt, Terry Dewitt
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
Years of Experience
11 years in the financial services industry
Current & Past Employments
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
Current Firm
O'BRIEN-STALEY PARTNERS | OSP, LLC
Contact Information
Main Address
5050 France Avenue South, Edina, MN 55410Phone Number
(612) 254-6442# of Employees
35SEC notice filing (2 States and Territories)
Registered to provide investment advisory services in 2 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
6AUM (Assets Under Management)
$1,427,581,972Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
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.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
Primary Firm SEC Registration
O'BRIEN-STALEY PARTNERS | OSP, LLC
State Registrations and Notice Filings
(7/24/2015)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
CRS (Client Relationship Summary) - RIA
Click below to view Terrence Riley Dewitt's CRS (Customer Relationship Summary).
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MEASURED RISK PORTFOLIOS
UBS FINANCIAL SERVICES INC.
PIER 42 ADVISORS
