Unclaimed Profile

Terry John Waye

FAIRWAY WEALTH LLC·INDEPENDENCE, Ohio

Series 7, Series 65Clean record26 years registeredFAIRWAY WEALTH LLC

6055 ROCKSIDE WOODS BLVD., INDEPENDENCE, OH 44131CRD# 2388751Firm CRD# 311031

Profile Verification

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

Identity

Terry John Waye · INDEPENDENCE, OH

Registration

CRD #2388751 · FAIRWAY WEALTH LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FAIRWAY WEALTH LLC

FAIRWAY WEALTH MANAGEMENT LLC

Dec 2006 – Nov 2020

INDEPENDENCE, OH

GRIES FINANCIAL LLC

Jan 2000 – Nov 2009

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · January 10, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAIRWAY WEALTH LLC

CRD 311031 · SEC 801-119777

AUM

$2.3B

Regulatory assets under management

Employees

272 client accounts

Services offered by FAIRWAY WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAIRWAY WEALTH LLC →

Introduction

Speak with Terry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Terry is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in INDEPENDENCE?

Browse all registered financial advisors in INDEPENDENCE, Ohio or claim this profile if it's yours.

Browse INDEPENDENCE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Terry John Waye offer?

Terry John Waye specializes in Financial Planning, Investment Management, Wealth Management.

What are Terry John Waye's credentials?

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

Where is Terry John Waye located?

Terry John Waye is based in INDEPENDENCE, Ohio, last registered with FAIRWAY WEALTH LLC.

How does Terry John Waye charge for services?

Terry John Waye'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 FAIRWAY WEALTH LLC?

FAIRWAY WEALTH LLC has approximately 20 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →