Unclaimed Profile

Stephen Michael Terry

VOLEON CAPITAL MANAGEMENT LP·BERKELEY, California

VOLEON CAPITAL MANAGEMENT LP

2484 SHATTUCK AVENUE, SUITE 300, BERKELEY, CA 94704-2076CRD# 2828017Firm CRD# 147443

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Stephen Michael Terry · BERKELEY, CA

Registration

CRD #2828017 · VOLEON CAPITAL MANAGEMENT LP

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Stephen Michael Terry is a registered financial advisor based in BERKELEY, California, affiliated with VOLEON CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

VOLEON CAPITAL MANAGEMENT LP

AUM

$9.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at VOLEON CAPITAL MANAGEMENT LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: REIMBURSEMENT OF CERTAIN EXPENSES

Regulatory

SEC/IARD CRD# 2828017

Firm CRD# 147443

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Michael Terry offer?

Stephen Michael Terry specializes in Retirement Planning. Contact their office in BERKELEY, California for a consultation.

What are Stephen Michael Terry's credentials?

Stephen Michael Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Michael Terry located?

Stephen Michael Terry is based in BERKELEY, California, working with VOLEON CAPITAL MANAGEMENT LP. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.

How does Stephen Michael Terry charge for services?

Stephen Michael Terry's firm is compensated through percentage of aum, performance-based fees, other: reimbursement of certain expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VOLEON CAPITAL MANAGEMENT LP?

VOLEON CAPITAL MANAGEMENT LP has approximately 77 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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