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PW

Patricia V. Warner

TERRIL & COMPANY
SAINT LOUIS, MO 63141-7102
Some features on this profile are disabled
CRD#: 6671145
PW

Professional summary

Patricia V Warner is a registered financial advisor currently at TERRIL & COMPANY located in Saint Louis, Missouri.

Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Patricia has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Patricia V Warner's CRS (Customer Relationship Summary).
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

July 22, 2016 - Present

TERRIL & COMPANY

Office #1: 6 City Place Drive Suite 1050, Saint Louis, MO 63141-7102
RIA
CRD#: 110422
SAINT LOUIS, MO

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".
T&
TERRIL & COMPANY
TERRIL & COMPANY | TERRIL BROTHERS INC | TERRIL & COMPANY

CRD#: 110422 / SEC#: 801-15619

RIA
Registered Investment Advisory firm - (11/12/1980 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.

Highlighted states indicate IAR registrations

IAR
Missouri
(7/22/2016)
IAR
Texas
(7/22/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/27/2015
Uniform Investment Adviser Law Examination

Current Firm

T&
TERRIL & COMPANY
TERRIL & COMPANY | TERRIL BROTHERS INC | TERRIL & COMPANY

CRD#: 110422 / SEC#: 801-15619

RIA
Registered Investment Advisory firm - (11/12/1980 Approved)
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Contact information

Main Address
6 City Place Drive Suite 1050, Saint Louis, MO 63141-7102
Mailing Address
Po Box 31277, Saint Louis, MO 63131-0277
Phone number
(314) 965-0344
Established
Firm type
Fiscal year end
# of Employees
15

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TERRIL MARCH 5 2025 BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts1,068
AUM (Assets Under Management)$ 864,076,780

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

TERRIL & COMPANY

CRD#: 110422Saint Louis, MO 63141-7102

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