Terry Jay Szilasi
Investment adviser representative at Forthright Capital
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$107.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Forthright CapitalAug 2023 to now
- Forthright Capital AdvisoryAug 2023 to now
- Forthright Capital PartnersAug 2023 to now
- Symmetry FinancialJun 2023 to Jul 2023
- Nylife Securities LLCOct 2019 to Jun 2023
- New York Life Insurance CompanySep 2019 to Jun 2023
- UnemployedAug 2019 to Sep 2019
- Copiers NorthwestNov 2018 to Aug 2019
- Freedom RvJan 2018 to Nov 2018
- Blue Dog RvJan 2017 to Jan 2018
- UnemployedNov 2016 to Jan 2017
- Kelley ImagingJun 2015 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
Forthright Capital
Legal name: Forthright Capital Advisory LLC
$107.7MAssets managed
987Clients
19Advisers
3 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
- 7175649
- Firm CRD
- 323596