Terry Ellen Banet
Investment adviser representative at Sigfig Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$3.6BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Sigfig Wealth Management LLCApr 2016 to now
- NvestJan 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Sigfig Wealth Management LLC
$3.6BAssets managed
106,361Clients
4Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3081918
- Firm CRD
- 158823