Terrance Goodlett

INVESCO MANAGED ACCOUNTS

Atlanta, GA 30309

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CRD#: 7514134

Professional summary

Terrance Goodlett is a registered financial advisor currently at INVESCO MANAGED ACCOUNTS, LLC located in Atlanta, Georgia and INVESCO DISTRIBUTORS, INC. located in Atlanta, Georgia.

Terrance is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Terrance has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

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.

(1) UBounce Outdoors LLC: Investment related: No Address: 1113 Helton St Dalton GA 30721 Nature: Party rental and entertainment consulting Position: member Start: 02/2020 Hours: 10 monthly Hours to other securities: None Duties: OPERATIONS, SALES, AND SERVICE OFFICER (2) 602 Innovations LLC Investment related: No Address: 4126 Winding Valley Dr Smyrna GA 30082 Nature: BUSINESS GROWTH AND CONSULTING SERVICES Position: MEMBER Start: 05/2017 Hours: 4 monthly Hours to other securities: None Duties: OPERATIONS, SALES, AND SERVICE (3) I9 SPORTS; NOT INVESTMENT RELATED; 3515 MCCAULEY RD, SMYRNA, 30080, USA; YOUTH SPORT LEAGUES; VOLUNTEER COACH; START: 06/2024; 04 HRS/MO, NOT DURING TRADING HOURS; VOLUNTEER COACH. (4) GOODLETT RENTAL PROPERTY; NOT INVESTMENT RELATED; LESLEY DR, DALTON 30721, USA; RENTAL PROPERTY; LANDLORD; START DATE: 12/2024; 02HRS/MO, NOT DURING TRADING HOURS; MAINTAIN PROPERTY, COLLECT RENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Goodlett'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

August 5, 2025 - Present

INVESCO MANAGED ACCOUNTS, LLC

Office #1: 1331 Spring Street Nw Suite 2500, Atlanta, GA 30309

RIA

CRD#: 154461

Atlanta, GA

Current

May 31, 2022 - Present

INVESCO DISTRIBUTORS, INC.

Office #1: 1331 Spring Street Nw Suite 2500, Atlanta, GA 30309

CRD#: 7369

Atlanta, GA

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".

INVESCO MANAGED ACCOUNTS, LLC

INVESCO MANAGED ACCOUNTS, LLC | SNW ASSET MANAGEMENT, LLC | SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 154461 / SEC#: 801-61716

RIA

Registered Investment Advisory firm - (1/28/2003 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.

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

Alabama
(6/23/2022)

IAR

Alabama
(8/5/2025)

Alaska
(6/23/2022)

IAR

Alaska
(8/5/2025)

Arizona
(6/23/2022)

IAR

Arizona
(8/14/2025)

Arkansas
(6/23/2022)

IAR

Arkansas
(8/5/2025)

California
(6/23/2022)

IAR

California
(8/5/2025)

Colorado
(6/23/2022)

IAR

Colorado
(8/5/2025)

Connecticut
(6/23/2022)

IAR

Connecticut
(8/5/2025)

Delaware
(6/23/2022)

IAR

Delaware
(8/5/2025)

District of Columbia
(6/23/2022)

IAR

District of Columbia
(9/3/2025)

Florida
(6/23/2022)

IAR

Florida
(8/26/2025)

Georgia
(6/23/2022)

IAR

Georgia
(8/6/2025)

Hawaii
(6/23/2022)

IAR

Hawaii
(8/5/2025)

Idaho
(6/23/2022)

IAR

Idaho
(8/5/2025)

Illinois
(6/23/2022)

IAR

Illinois
(8/5/2025)

Indiana
(6/23/2022)

IAR

Indiana
(8/5/2025)

Iowa
(6/23/2022)

IAR

Iowa
(8/5/2025)

Kansas
(6/23/2022)

IAR

Kansas
(8/5/2025)

Kentucky
(6/23/2022)

IAR

Kentucky
(8/5/2025)

Louisiana
(6/23/2022)

IAR

Louisiana
(8/6/2025)

Maine
(6/23/2022)

IAR

Maine
(8/5/2025)

Maryland
(6/23/2022)

IAR

Maryland
(8/5/2025)

Massachusetts
(6/23/2022)

IAR

Massachusetts
(9/2/2025)

Michigan
(6/23/2022)

IAR

Michigan
(8/5/2025)

Minnesota
(6/23/2022)

IAR

Minnesota
(8/5/2025)

Mississippi
(6/23/2022)

IAR

Mississippi
(8/5/2025)

Missouri
(6/23/2022)

IAR

Missouri
(8/5/2025)

Montana
(6/23/2022)

IAR

Montana
(8/5/2025)

Nebraska
(6/23/2022)

IAR

Nebraska
(8/5/2025)

Nevada
(6/23/2022)

IAR

Nevada
(8/6/2025)

New Hampshire
(6/23/2022)

IAR

New Hampshire
(8/5/2025)

New Jersey
(6/23/2022)

IAR

New Jersey
(8/5/2025)

New Mexico
(6/23/2022)

IAR

New Mexico
(8/7/2025)

New York
(6/23/2022)

IAR

New York
(8/5/2025)

North Carolina
(6/23/2022)

IAR

North Carolina
(8/5/2025)

North Dakota
(6/23/2022)

IAR

North Dakota
(8/6/2025)

Ohio
(6/24/2022)

IAR

Ohio
(8/5/2025)

Oklahoma
(6/23/2022)

IAR

Oklahoma
(8/5/2025)

IAR

Oregon
(8/5/2025)

Pennsylvania
(6/23/2022)

IAR

Pennsylvania
(8/5/2025)

Puerto Rico
(6/23/2022)

IAR

Puerto Rico
(8/5/2025)

Rhode Island
(6/23/2022)

IAR

Rhode Island
(8/5/2025)

South Carolina
(6/23/2022)

IAR

South Carolina
(8/5/2025)

South Dakota
(6/23/2022)

IAR

South Dakota
(8/5/2025)

Tennessee
(6/23/2022)

Texas
(6/23/2022)

IAR

Texas
(8/5/2025)

Utah
(6/23/2022)

IAR

Utah
(8/5/2025)

Vermont
(6/23/2022)

IAR

Vermont
(8/5/2025)

Virgin Islands
(6/23/2022)

IAR

Virgin Islands
(8/6/2025)

Virginia
(6/23/2022)

IAR

Virginia
(8/5/2025)

Washington
(6/23/2022)

IAR

Washington
(8/5/2025)

West Virginia
(6/23/2022)

IAR

West Virginia
(8/7/2025)

Wisconsin
(6/23/2022)

IAR

Wisconsin
(8/5/2025)

Wyoming
(6/23/2022)

IAR

Wyoming
(8/5/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/4/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/22/2022

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/31/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/20/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

INVESCO MANAGED ACCOUNTS, LLC

INVESCO MANAGED ACCOUNTS, LLC | SNW ASSET MANAGEMENT, LLC | SEATTLE-NORTHWEST ASSET MANAGEMENT, LLC

CRD#: 154461 / SEC#: 801-61716

RIA

Registered Investment Advisory firm - (1/28/2003 Approved)

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Contact information

Main Address

2001 Sixth Ave. Suite 2310, Seattle, WA 98121

Mailing Address

Phone number

+1 (866) 769-2773

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SNW ADV 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	12,544
AUM (Assets Under Management)	$ 24,606,305,138

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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Terrance Goodlett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrance Goodlett's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVESCO DISTRIBUTORS, INC.

Primary Firm SEC Registration

INVESCO MANAGED ACCOUNTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/4/2025

Series 63

Date: 6/22/2022

Series 7TO

Date: 5/31/2022

SIE

Date: 4/20/2022

FINRA

Current Firm

INVESCO MANAGED ACCOUNTS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVESCO MANAGED ACCOUNTS, LLC

TRUST BUT VERIFY

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