Unclaimed Profile

Stephen Andrew Terry

HORIZON INVESTMENTS LLC·CHARLOTTE, North Carolina

Clean recordHORIZON INVESTMENTS LLC

6210 ARDREY KELL ROAD, CHARLOTTE, NC 28277CRD# 7472755Firm CRD# 109552

Profile Verification

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

Identity

Stephen Andrew Terry · CHARLOTTE, NC

Registration

CRD #7472755 · HORIZON INVESTMENTS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stephen Andrew Terry is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with HORIZON INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

HORIZON INVESTMENTS LLC

AUM

$4.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HORIZON INVESTMENTS LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7472755

Firm CRD# 109552

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stephen Andrew Terry offer?

Stephen Andrew Terry specializes in Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.

What are Stephen Andrew Terry's credentials?

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

Where is Stephen Andrew Terry located?

Stephen Andrew Terry is based in CHARLOTTE, North Carolina, working with HORIZON INVESTMENTS LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.

How does Stephen Andrew Terry charge for services?

Stephen Andrew 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 HORIZON INVESTMENTS LLC?

HORIZON INVESTMENTS LLC has approximately 74 employees and manages $4.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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