Michael Terry

Financial advisor at Osaic Wealth, Inc.

Last updated 2026-10-10

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Michael Terry is a financial advisor at Osaic Wealth, Inc., CRD 3201828. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2022-07-20.

Registration

CRD number
3201828
Registration status
Active
IAPD registration
2022-07-20
Industry Experience
4 years
Work Experience
23 years
States registered
CT, FL, GA, MD, NJ, PA, SC

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®

Work history

  • 2003-06 to 2022-04 · Bank of America · Princeton, NJ
  • 2022-04 to 2024-01 · Woodbury Financial Services Inc · Cresskill, NJ
  • 2024-01 to Present · Osaic Wealth, Inc. · Hackensack, NJ

Current employment

SEC IAPD record for Michael Terry

Osaic Wealth, Inc.

Regulatory AUM
$234,858,518,740
Registered advisors
8,060
Offices
4,720
Clients per advisor
71.4 (Moderate)
Average AUM per client
$408.1K (Low)
High-net-worth client ratio
9.6% (Low)

Osaic Wealth, Inc.: advisors, services and reported ETF investments

About

Michael Terry is a CFP® financial advisor at Osaic Wealth, Inc.. Reported securities licenses include Series 63 and Series 66. The latest record indicates 4 years of industry experience and 23 years of reported work history.

Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, and Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.

What this firm offers

Filed by Osaic Wealth, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Michael Terry?

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