Claim Profile
TC

Terence H Crowgey

CATAWBA CAPITAL MANAGEMENT INC·ROANOKE, Virginia
Unclaimed Profile
10 SOUTH JEFFERSON ST.,SUITE 1210, ROANOKE, VA 24011CRD# 2248364Firm CRD# 107133
01

About

Terence H Crowgey is a registered financial advisor based in ROANOKE, Virginia, affiliated with CATAWBA CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
CATAWBA CAPITAL MANAGEMENT INC
CATAWBA CAPITAL MANAGEMENT INC
AUM
$1.1B
Regulatory assets under management
Employees
10
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: A MINIMUM ANNUAL FEE OF $4,000 IS REQUIRED PER CLIENT.
Regulatory
SEC/IARD CRD# 2248364
Firm CRD# 107133
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ROANOKE?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Terence H Crowgey offer?
Terence H Crowgey specializes in Investment Management, Wealth Management. Contact their office in ROANOKE, Virginia for a consultation.
What are Terence H Crowgey's credentials?
Terence H Crowgey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terence H Crowgey located?
Terence H Crowgey is based in ROANOKE, Virginia, working with CATAWBA CAPITAL MANAGEMENT INC. Their office serves clients in the ROANOKE metropolitan area and surrounding communities.
How does Terence H Crowgey charge for services?
Terence H Crowgey's firm is compensated through percentage of aum, other: a minimum annual fee of $4,000 is required per client.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CATAWBA CAPITAL MANAGEMENT INC?
CATAWBA CAPITAL MANAGEMENT INC has approximately 10 employees and manages $1.1B 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 →
Browse by specialty