Unclaimed Profile

Simcha Shachar Terwilliger

SLP WEALTH LLC·DURHAM, North Carolina

Series 65Clean record9 years registeredSLP WEALTH LLC

555 SOUTH MANGUM ST, DURHAM, NC 27701CRD# 6709279Firm CRD# 325631

Profile Verification

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

Identity

Simcha Shachar Terwilliger · DURHAM, NC

Registration

CRD #6709279 · SLP WEALTH LLC · 9 years registered

Brand Profile

Not yet started

Career History

SLP WEALTH

May 2023 – present

FOX & COMPANY WEALTH MANAGEMENT

Oct 2018 – Dec 2021

NEWPORT NEWS, VA

THE ADVISORY FIRM OF KATHERINE L.BROWN LIMITED LIABILITY COMPANY

Oct 2016 – Oct 2018

NEWPORT NEWS, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 3, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SLP WEALTH LLC

CRD 325631 · SEC 801-127646

AUM

$9M

Regulatory assets under management

Employees

230 client accounts

Services offered by SLP WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLP WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Simcha Shachar Terwilliger offer?

Simcha Shachar Terwilliger specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.

What are Simcha Shachar Terwilliger's credentials?

Simcha Shachar Terwilliger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Simcha Shachar Terwilliger located?

Simcha Shachar Terwilliger is based in DURHAM, North Carolina, working with SLP WEALTH LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.

How does Simcha Shachar Terwilliger charge for services?

Simcha Shachar Terwilliger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLP WEALTH LLC?

SLP WEALTH LLC has approximately 25 employees and manages $9M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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