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Terry Jay Szilasi

Forthright Capital Advisory

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About Terry Jay Szilasi

Terry Szilasi is a financial professional with over 10 years of experience in the financial services industry. Terry is a registered Investment Advisor Representative with Forthright Capital Advisory, providing financial advice to individuals and families. Terry's previous experience includes working with NYLIFE Securities LLC and New York Life Insurance Company. Terry is a Chartered Financial Consultant and holds the Series 63, Series 6TO, and SIE licenses. Terry specializes in providing financial planning, pension consulting, and investment management services.

Firm Information

Terry Szilasi is currently registered with Forthright Capital Advisory. Forthright Capital Advisory is an investment advisor based in Las Vegas, Nevada. The firm provides financial planning, pension consulting, and portfolio management for individuals and businesses. They advise a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. As of their latest regulatory filing, they manage over $64 million in assets.
Forthright Capital Advisory

7251 W LAKE MEAD BLVD, STE 300

LAS VEGAS, NV 89128

$64.99M

Assets Under Management

Not reported

Total Clients

23

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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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 Szilasi’s Registration & Firm History

NV

08/24/2023 - Present

Forthright Capital Advisory (LAS VEGAS NV)

WA

11/11/2019 - 06/19/2023

NYLIFE SECURITIES LLC (SPOKANE VALLEY WA)

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Licenses & Designations

BC

Issued 11/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/11/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/28/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Terry Jay Szilasi.
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