Terrence Paul Wassel

CRD 3031118 · Fidelity Brokerage Services LLC · Midlothian, VA

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 66Series 63Series 9SIESeries 7
Registered states (16): California · Colorado · Florida · Hawaii · Kentucky · Louisiana · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Years in the industry (source record): 28
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3031118 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (14)

From the source registration record · current first

Strategic Advisers LLCCurrent
Midlothian, VA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Midlothian, VA · BD capacity

Feb 9, 2021 → present
Fidelity Brokerage Services LLCCurrent
Midlothian, VA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 24, 2021 → Mar 31, 2025
Charles Schwab & Co., Inc.
IA capacity

Sep 20, 2018 → Feb 4, 2021
Charles Schwab & Co., Inc.
BD capacity

May 28, 1999 → Feb 4, 2021
Schwab Private Client Investment Advisory, Inc.
IA capacity

May 14, 2015 → Sep 17, 2018
Charles Schwab & Co., Inc.
IA capacity

Aug 1, 2012 → Mar 15, 2017
Schwab Private Client Investment Advisory, Inc.
IA capacity

Jan 3, 2012 → Aug 3, 2012
Charles Schwab & Co., Inc.
IA capacity

Jan 26, 2012 → Mar 22, 2012
Charles Schwab & Co., Inc.
IA capacity

Feb 10, 2003 → Dec 31, 2011
Ids Life Insurance Company
BD capacity

Apr 12, 1999 → Jun 23, 1999
American Express Financial Advisors Inc.
BD capacity

Apr 12, 1999 → Jun 23, 1999
Prudential Securities Incorporated
BD capacity

Jun 15, 1998 → Aug 7, 1998

Source & corrections

Where this page comes from

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