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Goldman Sachs & Co. LLC

location

Dallas, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Teodoro Fabian Moscoso is a financial advisor who joined Goldman Sachs & Co. LLC in July 2020. Teodoro has been in the industry for 1 year and is licensed to offer securities and investment advice in all 50 states and Washington D.C. Teodoro has a variety of experience and specializes in various areas.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Teppei Takanabe is a financial professional with over 20 years of experience in the industry. Teppei has a Series 7, Series 63 and Series 79TO license. Teppei is a registered representative of Goldman Sachs & Co. LLC, based in the New York branch office. Teppei provides a range of financial services including portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Oppenheimer & Co. Inc.

location

GRAND BLANC, MI

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Terance Richard Bertrand is a financial advisor who has been in the industry since 2003. Terance is currently registered with Oppenheimer & Co. Inc. and holds Series 7, Series 66 and Series 65 licenses as well as the Securities Industry Essentials Examination. Terance specializes in providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Terance is also registered as an investment advisor representative in Michigan and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Aristotle Credit Partners, LLC | CFA ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Terence Reidt is a registered Investment Advisor Representative with Aristotle Credit Partners, LLC, located in Newport Beach, CA. Terence has been in the industry since January 2014. Terence holds the designation of Chartered Financial Analyst. The firm, Aristotle Credit Partners, LLC, manages assets for individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Terence Mark Zaleski is a registered representative with Goldman Sachs & Co. LLC. Terence has been in the industry since 2007 and holds the Series 7, Series 66, and Series 57TO licenses. Terence has previously worked for Barclays Capital Inc., Lehman Brothers Inc. and Neuberger Berman, LLC. Terence is registered with the state of New York and is based in the New York City area.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

0 Disclosures

ADVISOR BIO

Terence Gerard Tracy is a registered representative with RBC Capital Markets, LLC. Terence has been in the industry since May 2009. Terence holds Series 63, 65 and 66 licenses. Currently, Terence is registered with the state of New York and Texas. Terence works out of RBC Capital Markets, LLC's Rye Brook and New York offices. Terence Gerard Tracy specializes in providing services to individuals, businesses, high-net-worth individuals, pension and profit-sharing plans, investment companies, pooled investment vehicles, charitable organizations, corporations, insurance companies, state or municipal government entities, and banking or thrift institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Captrust | CFA ® (Certifications)

location

ROANOKE, VA

0 Disclosures

ADVISOR BIO

Terence Crowgey is an Investment Advisor Representative associated with Captrust. Terence's professional experience includes working at Catawba Capital Management and Captrust Financial Advisors. Terence has been in the financial services industry since 1992. Terence holds the Series 65 license. Terence Crowgey has a designation as a Chartered Financial Analyst. Terence Crowgey has a professional background providing services to individuals, corporations, high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, state or municipal government entities and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

SHAKER HEIGHTS, OH

0 Disclosures

ADVISOR BIO

Terence Conway Sullivan is an investment advisor representative associated with Corient. Terence has been in the financial services industry since July 1995 and has held various positions throughout his career, including roles at Paragon Advisors, Inc. in Shaker Heights, Ohio and Corient Services LLC in Miami, Florida. Terence is registered to provide investment advice in Texas. Terence specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Terence is also experienced in financial planning, pension consulting, and market timing services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Columbia Management Investment Advisers, LLC

location

BOSTON, MA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Terence Michael Huddle is a financial advisor with over 20 years of experience in the industry. Currently, Terence is an investment advisor representative at Columbia Management Investment Advisers, LLC in Boston, MA. Previously, Terence was registered with American Century Investment Services Inc. and AIG SunAmerica Capital Services, Inc.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET LIABILITY MANAGEMENT, CREDIT ANALYSIS & ASSET ALLOCATION SVCS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Pittsburgh - Wexford, PA

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Terence Edmond Sanctis is an active investment advisor representative with Robert W. Baird & Co. Inc. based in Pittsburgh - Wexford, PA. Terence has been in the industry since 1986 and holds multiple securities licenses including Series 7, 6, 63, 65, and 72. Terence's previous experience includes positions at PNC Investments, J.J.B. HILLIARD, W.L. LYONS, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Terence provides financial planning services, pension consulting and investment management services for individuals, businesses, investment companies and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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