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Terrence Lewis McCrary

Chatsworth Securities LLC

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About Terrence Lewis McCrary

Terrence McCrary is a financial advisor with over 20 years of experience in the financial services industry. Terrence is currently registered with Chatsworth Securities LLC in Greenwich, Connecticut. Terrence has previously worked at Ocean Cross Capital Markets LLC, Southridge Investment Group LLC, BSI Brokerage, Inc., The Camelot Group, Inc., Morgan Grant Capital Corp., General Securities Corp., Waldron & Co., Inc., Auerbach, Pollack & Richardson Inc., A. G. Edwards & Sons, Inc., Pruco Securities Corporation, The Prudential Insurance Company of America and Amerimutual Corporation.

Firm Information

Terrence McCrary is currently registered with Chatsworth Securities LLC. Chatsworth Securities LLC is a Limited Liability Company that was formed on March 20, 1996. The firm is registered in California, Connecticut, Florida, Massachusetts, New Jersey, and New York. They have one approved SEC registration and six approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

25

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Terrence McCrary’s Registration & Firm History

CT

04/15/2014 - Present

Chatsworth Securities LLC (GREENWICH CT)

CT

08/16/2011 - 10/14/2011

OCEAN CROSS CAPITAL MARKETS LLC (WESTPORT CT)

CT

10/26/2010 - 08/16/2011

SOUTHRIDGE INVESTMENT GROUP LLC (RIDGEFIELD CT)

CT

03/19/2008 - 12/11/2008

SOUTHRIDGE INVESTMENT GROUP LLC (RIDGEFIELD CT)

NY

01/18/2002 - 05/30/2006

BSI BROKERAGE, INC. (NEW YORK NY)

FL

05/11/2000 - 05/04/2001

THE CAMELOT GROUP, INC. (FT LAUDERDALE FL)

NY

07/26/1999 - 02/07/2000

MORGAN GRANT CAPITAL CORP. (GARDEN CITY NY)

MO

10/07/1998 - 12/15/1998

GENERAL SECURITIES CORP (NORTH KANSAS CITY MO)

CA

06/18/1998 - 09/15/1998

WALDRON & CO., INC. (IRVINE CA)

CT

01/25/1995 - 06/11/1998

AUERBACH, POLLAK & RICHARDSON INC. (STAMFORD CT)

MO

04/20/1990 - 03/04/1992

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NJ

08/23/1989 - 05/09/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

08/23/1989 - 05/09/1990

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

NA

03/21/1989 - 05/02/1990

AMERIMUTUAL CORPORATION

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Licenses & Designations

BC

Issued 04/08/2014

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 08/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/27/2000

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/26/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/2015

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 04/14/2014

Series 82 - Limited Representative-Private Securities Offerings

BC

Issued 01/24/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terrence Lewis McCrary.
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