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Douglas Reade Terry

ALHAMBRA INVESTMENT MANAGEMENT LLC·PALMETTO BAY, Florida
Series 65Clean record15 years registeredALHAMBRA INVESTMENT MANAGEMENT LLC
8925 SW 148 STREET, PALMETTO BAY, FL 33176CRD# 5841670Firm CRD# 138537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Reade Terry · PALMETTO BAY, FL
Registration
CRD #5841670 · ALHAMBRA INVESTMENT MANAGEMENT LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

ALHAMBRA INVESTMENT MANAGEMENT LLC
Jun 2012 – present
ALHAMBRA INVESTMENT MANAGEMENT LLC
Jun 2011 – Jun 2012
GREENWOOD VILLAGE, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 30, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALHAMBRA INVESTMENT MANAGEMENT LLC
CRD 138537 · SEC 801-66624
AUM
$266M
Regulatory assets under management
Employees
6
482 client accounts
Services offered by ALHAMBRA INVESTMENT MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC →
Introduction

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05

Frequently Asked Questions

What services does Douglas Reade Terry offer?
Douglas Reade Terry specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALMETTO BAY, Florida for a consultation.
What are Douglas Reade Terry's credentials?
Douglas Reade Terry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Reade Terry located?
Douglas Reade Terry is based in PALMETTO BAY, Florida, working with ALHAMBRA INVESTMENT MANAGEMENT LLC. Their office serves clients in the PALMETTO BAY metropolitan area and surrounding communities.
How does Douglas Reade Terry charge for services?
Douglas Reade Terry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALHAMBRA INVESTMENT MANAGEMENT LLC?
ALHAMBRA INVESTMENT MANAGEMENT LLC has approximately 6 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALHAMBRA INVESTMENT MANAGEMENT LLC

Juan Marcelo Perez
PALMETTO BAY, FL
Jeffrey Paul Snider
PALMETTO BAY, FL
Joseph Youngblood Calhoun
PALMETTO BAY, FL
Rafael Antonio Perez
PALMETTO BAY, FL

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