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Manager/owner · Onyx Financial Advisors, LLC

Terry L. Roe

CRD 4933838 · Named on Form ADV at one SEC-registered adviser

At a glance

Onyx Financial Advisors, LLC, an SEC-registered wealth manager based in Idaho Falls, ID with $506 million in regulatory assets, lists Terry L. Roe on its Form ADV as Manager/owner, a control person.

Firms and roles

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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lyndsay GoodyChief Compliance Officer, Onyx Financial Advisors, LLC

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.