Unclaimed Profile

Terry Michael Mccaffrey

OPTIMUM INVESTMENT ADVISORS, LLC·CHICAGO, Illinois

Series 7, Series 24, Series 66Clean record18 years registeredOPTIMUM INVESTMENT ADVISORS, LLC

20 S. CLARK STREET, CHICAGO, IL 60603CRD# 4850382Firm CRD# 105182

Profile Verification

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

Identity

Terry Michael Mccaffrey · CHICAGO, IL

Registration

CRD #4850382 · OPTIMUM INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

VESTGEN ADVISORS, LLC

May 2025 – present

OPTIMUM INVESTMENT ADVISORS, LLC

Apr 2009 – Sep 2025

CHICAGO, IL

BANC OF AMERICA INVESTMENT SERVICES, INC.

Jan 2008 – Feb 2009

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 66

Registration record

First registered · January 2, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OPTIMUM INVESTMENT ADVISORS, LLC

CRD 105182 · SEC 801-35773

AUM

$288M

Regulatory assets under management

Employees

439 client accounts

Services offered by OPTIMUM INVESTMENT ADVISORS, 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 OPTIMUM INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Terry Michael Mccaffrey offer?

Terry Michael Mccaffrey specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHICAGO, Illinois for a consultation.

What are Terry Michael Mccaffrey's credentials?

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

Where is Terry Michael Mccaffrey located?

Terry Michael Mccaffrey is based in CHICAGO, Illinois, working with OPTIMUM INVESTMENT ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Terry Michael Mccaffrey charge for services?

Terry Michael Mccaffrey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPTIMUM INVESTMENT ADVISORS, LLC?

OPTIMUM INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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