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Simcha Shachar Terwilliger

SLP WEALTH LLC·DURHAM, North Carolina
Clean recordSLP 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Simcha Shachar Terwilliger is a registered financial advisor based in DURHAM, North Carolina, affiliated with SLP WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SLP WEALTH LLC
SLP WEALTH
AUM
$9M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at SLP WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6709279
Firm CRD# 325631
View on FINRA BrokerCheck →

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05

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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Other Advisors at SLP WEALTH LLC

Daniel Joseph Rooker
DURHAM, NC
Meagan Rae Mcguire
DURHAM, NC
Conor Michael Mahlmann
DURHAM, NC
Travis Lee Hornsby
DURHAM, NC

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (662)RALEIGH (338)GREENSBORO (122)CHAPEL HILL (112)ASHEVILLE (94)WINSTON-SALEM (73)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
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Research
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