Todd Terry, financial advisor Dallas TX
96 score

Todd Terry

CRD Number: 4435739
Current Firm: Mcelhenny Sheffield Capital Management, LLC

Todd Terry (CRD# 4435739) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mcelhenny Sheffield Capital Management, LLC Dallas, TX Jan 2015 - Current 1
Self Employed Dallas, TX Feb 2014 - Dec 2014 < 1
Convergex Prime Services LLC Dallas, TX Jan 2011 - Feb 2014 3
Transfirst Holdings Dallas, TX Sep 2009 - Nov 2010 1
Self Employed Dallas, TX Mar 2009 - Sep 2009 < 1
Aspen Equity Partners, LLC Dallas, TX Apr 2001 - Mar 2009 7
Aspen Advisors, LP Dallas, TX Apr 2001 - Mar 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2002
Contact Info for Todd S. Terry
Phone Number: 214-922-9200
Firm Website: http://mscm.net/
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    174
    MILLIONS
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $697,590
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 businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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