Terry Pelzel, financial advisor Dallas TX
90 score

Terry Pelzel

CRD Number: 6134376
Current Firm: Barrow, Hanley, Mewhinney & Strauss, LLC

Terry Pelzel (CRD# 6134376) is an Investment Advisor Representative working at Barrow, Hanley, Mewhinney & Strauss, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Barrow, Hanley, Mewhinney & Strauss Dallas, TX Jan 2010 - Current 6
Higland Capital Dallas, TX Aug 2006 - Jan 2010 3

Terry Pelzel has no recent exams reported.
Contact Info for Terry L. Pelzel
Phone Number: 214-665-1900
Firm Website: https://www.omam.com/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    90,183
    MILLIONS
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $214,721,441
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, CA, CT, DC, FL, GA, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OK, PA, TN, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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