Unclaimed Profile

Terry Grosvenor

OPHRYS LLC·SEATTLE, Washington

OPHRYS LLC

2001 WESTERN AVENUE, SEATTLE, WA 98121-3132CRD# 6390290Firm CRD# 169089

Profile Verification

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

Identity

Terry Grosvenor · SEATTLE, WA

Registration

CRD #6390290 · OPHRYS LLC

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Terry Grosvenor is a registered financial advisor based in SEATTLE, Washington, affiliated with OPHRYS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

OAK HARBOR CAPITAL, LLC

AUM

$553M

Regulatory assets under management

Employees

Total firm employees

View all advisors at OAK HARBOR CAPITAL, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Other: SERVICING FEES FOR DEBT RECOVERY SERVICES.

Regulatory

SEC/IARD CRD# 6390290

Firm CRD# 169089

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terry Grosvenor offer?

Terry Grosvenor specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.

What are Terry Grosvenor's credentials?

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

Where is Terry Grosvenor located?

Terry Grosvenor is based in SEATTLE, Washington, working with OPHRYS LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.

How does Terry Grosvenor charge for services?

Terry Grosvenor's firm is compensated through percentage of aum, performance-based fees, other: servicing fees for debt recovery services.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is OPHRYS LLC?

OPHRYS LLC has approximately 25 employees and manages $553M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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