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Terence S. Moore

MARWOOD GROUP
New York, NY 10017
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CRD#: 4125327
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Professional summary


Terence Sean Moore is a registered financial professional currently at MARWOOD GROUP located in New York, New York.

Terence is registered as a RR (Registered Representative) and started their career in finance in 2000. Terence has worked at 3 firms and has passed the Series 66, Series 63, Series 79TO, Series 99TO, SIE, Series 7, Series 25 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Terence Sean Moore's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 2, 2002 - Present

MARWOOD GROUP

Office #1: 733 Third Avenue 11th Floor, New York, NY 10017Office #2: 733 Third Avenue 11th Floor, New York, NY 10017
RIA
BD
CRD#: 117015
New York, NY
Past

December 16, 2005 - December 31, 2010

MARWOOD ALTERNATIVE ASSET MANAGEMENT LLC

BD
CRD#: 134039
NEW YORK, NY
Past

September 11, 2000 - August 8, 2001

HARRISDIRECT LLC

BD
CRD#: 42159
JERSEY CITY, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Nevada
(4/4/2018)
RR
New Mexico
(4/28/2004)
RR
New York
(4/2/2002)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/2/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 25
Date: 5/18/1999
NYSE Trading Assistant Examination
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


MG
MARWOOD GROUP
MARWOOD GROUP | MARWOOD GROUP LLC | MARWOOD GROUP ASSET MANAGEMENT LLC

CRD#: 117015 / SEC#: , 8-53573

Connecticut
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
District of Columbia
Registered Investment Advisory firm - SEC (5/14/2004 Approved)
Illinois
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (12/31/2010 Terminated)
New York
Registered Investment Advisory firm - SEC (12/2/2003 Approved)
Oregon
Registered Investment Advisory firm - SEC (12/31/2023 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
733 Third Avenue 11th Floor, New York, NY 10017
Mailing Address
733 Third Avenue 11th Floor, New York, NY 10017
Phone number
(212) 532-3651
Established
New York since 06/06/2001
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
9

FINRA licenses (4 States and Territories)


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Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
MARWOOD GROUP & CO USA LLCSHAREHOLDER
BEATON, DANIEL STEWARTFINOP4240769
MODZELEWSKI, THOMAS JUDECOO & CCO4570850
MOORE, JOHN THOMAS JRCEO1931756

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MARWOOD GROUP

CRD#: 117015New York, NY 10017

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