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Terry Gerard Fenwick

Eagle Strategies LLC

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About Terry Gerard Fenwick

Terry Gerard Fenwick is an active investment advisor representative licensed in Delaware, Florida, Indiana, Kentucky, and Oregon. Terry Gerard Fenwick has been in the industry since 1983 and is currently registered with Eagle Strategies LLC. Terry Gerard Fenwick has a history of working at New York Life Insurance Co, NYLIFE SECURITIES INC, FENWICK PARTNERS, LLC, and Eagle Strategies LLC. Terry Gerard Fenwick holds the following securities licenses: Series 6, Series 22, Series 63, and SIE. Terry Gerard Fenwick is a Chartered Financial Consultant.

Firm Information

Terry Fenwick is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

4175 WESTPORT ROAD

LOUISVILLE, KY 40207

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Terry Fenwick’s Registration & Firm History

KY

01/22/2024 - Present

Eagle Strategies LLC (LOUISVILLE KY)

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Licenses & Designations

BC

Issued 8/15/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 8/10/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 8/25/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Gerard Fenwick.
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