Terri Lynn Ritchie
Investment adviser representative at Captrust
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2TFirm assets
Are you Terri Lynn Ritchie? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- CaptrustMar 2026 to now
- Capfinancial Partners, LLC. (captrust)Jan 2026 to now
- Suncoast Equity Management, LLCAug 2019 to Jan 2026
- Morgan StanleySep 2017 to Aug 2019
- Morgan Stanley Smith Barney LLCSep 2017 to Aug 2019
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2017
- Wells Fargo AdvisorsOct 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 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
- 4642693
- Firm CRD
- 175112