Investment adviser representative · Us 1st Wealth Management
Terrance S. Elder
CRD 1064873 · Kingwood, TX
At a glance
Terrance S. Elder is an investment adviser representative with Us 1st Wealth Management in Kingwood, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Terrance’s SEC record dates to 2003, about 23 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Us 1st Wealth ManagementSince December 2007Kingwood, TX · State-registered or not in the SEC’s list
- Optivise Advisory Services LLCSince April 2023Kingwood, TX · $288M in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Terrance’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Us 1st Wealth Management
Every advisor at Us 1st Wealth Management →Financial advisors in Kingwood, TX →Advisor Moves: who changed firms this week →