Terry Pfeffer, financial advisor Pittsburgh PA

Terry Pfeffer

CRD Number: 704987
Current Firm: Grant Street Asset Management Inc.

Terry Pfeffer (CRD# 704987) is an Investment Advisor Representative working at Grant Street Asset Management Inc. in Pittsburgh, PA and has over 42 years of experience in the finance industry.

Similar Advisors
James Greno, financial advisor Pittsburgh PA
James R. Greno
CRD# 3221992
Cetera Advisor Networks LLC
Similar Advisors
Patrick Aaron, financial advisor Pittsburgh PA
Patrick E. Aaron
CRD# 5335512
Avantax Advisory Services
Similar Advisors
Marybeth Abbiatici, financial advisor Pittsburgh PA
Marybeth Abbiatici
CRD# 1498908
Hefren-tillotson, Inc.
Company Name Location Dates Years
Grant Street Asset Management, Inc. Pittsburgh, PA Dec 1992 - Current 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1980
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for Terry L. Pfeffer
Phone Number: 412-257-8060
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    596
    MILLIONS
  • Total Number of Accounts
    984
    ACCOUNTS
  • Average Account Value
    $605,358
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, LA, MD, NC, NY, OH, PA, TN, VA, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.