Adviser and broker representative · &Partners
Warren Terry
CRD 4281503 · Clayton, MO
At a glance
Warren Terry is an investment adviser representative with &Partners in Clayton, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Warren’s SEC record dates to 2003, about 23 years ago. Warren is also registered as a broker representative.
Current advisory firm
- &PartnersSince September 2023Clayton, MO · $30B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Warren’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
- 2 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
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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 and FINRA BrokerCheck.