Terry L Thomason
Investment adviser representative at Elite Wealth Management, Inc.
13 yearsExperience
1 stateRegistered in
$861.3MFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Elite Wealth Management, Inc.Jul 2025 to now
- Edmonds Devoted Family CareSep 2016 to now
- American Trust Investment Services IncDec 2020 to Jul 2025
- Clarity Capital Partners LLCDec 2020 to Jul 2025
- Fidelity InvestmentFeb 2019 to Dec 2020
- Unionbanc Investment ServicesOct 2013 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (WA).
Elite Wealth Management, Inc.
$861.3MAssets managed
469Clients
2Advisers
22 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
- 4831285
- Firm CRD
- 132122