Chairman/trustee · Terry McDaniel & Company
Terry P. McDaniel
CRD 326572 · Named on Form ADV at one SEC-registered adviser
At a glance
Terry McDaniel & Company, an SEC-registered wealth manager based in Austin, TX with $1.9 billion in regulatory assets, lists Terry P. McDaniel on its Form ADV as Chairman/trustee, a control person.
Firms and roles
- Terry McDaniel & CompanyChairman/trusteeWealth manager · Austin, TX · $1.9B in regulatory assets
AtlasMembers
Terry’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Claude K. TurlingtonPresident, Terry McDaniel & Company
- Dina R. MasonChief Compliance Officer, Terry McDaniel & Company
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Terry’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.