Treyce P Addison
Investment adviser representative at Openarc Corporate Advisory, LLC
14 yearsExperience
1 stateRegistered in
$10.1BFirm assets
1 yearFirm 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 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
14 years in the industry.
- Openarc Corporate Advisory, LLCSep 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to Sep 2025
- Morgan StanleyDec 2021 to Mar 2024
- Smiths Station High SchoolJul 2020 to Dec 2020
- Raymond JamesJan 2020 to Nov 2021
- TargetApr 2017 to Oct 2023
- Shoe Show, Inc.Mar 2017 to Mar 2017
- UnemployedJan 2017 to Feb 2017
- Von Maur, Inc.Nov 2016 to Jan 2017
- Michael'sJun 2015 to Dec 2016
- JusticeSep 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (GA).
Openarc Corporate Advisory, LLC
$10.1BAssets managed
3,841Clients
123Advisers
1 yearIn 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
- 7214523
- Firm CRD
- 336837