Ted FurnissCRD Number: 3054649
Current Firm: Inlet Private Wealth, LLC
Ted Furniss (CRD# 3054649) is an Investment Advisor Representative working at Inlet Private Wealth, LLC in Jupiter, FL and has over 23 years of experience in the finance industry.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Inlet Private Wealth, LLC||Jupiter, FL||Jun 2018 - Current||3|
|Wilmington Trust, N.a.||Palm Beach, FL||Aug 2011 - Jun 2018||6|
|M&t Securities, Inc.||Palm Beach, FL||Aug 2011 - Jun 2018||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S66||NASAA Uniform Combined State Law Examination||Dec 2003|
Total Assets Under Management377MILLIONS
Total Number of Accounts115ACCOUNTS
Average Account Value$3,275,248
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, MO, NY
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