Terrence R. Dewitt

O'BRIEN-STALEY PARTNERS

WACO, TX 76710

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CRD#: 6529624

Professional summary

Terrence Riley Dewitt, who also goes by Terrence Biley Dewitt, Terry Dewitt, is a registered financial advisor currently at O'BRIEN-STALEY PARTNERS located in Waco, Texas.

Terrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Terrence has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Terrence Biley Dewitt | Terry Dewitt

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) - RIA

Click below to view Terrence Riley Dewitt'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

July 24, 2015 - Present

O'BRIEN-STALEY PARTNERS

Office #1: 4006 Lakeland Circle Suite 204, Waco, TX 76710

RIA

CRD#: 169245

WACO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

O'BRIEN-STALEY PARTNERS

O'BRIEN-STALEY PARTNERS | OSP, LLC

CRD#: 169245 / SEC#: 801-79268

RIA

Registered Investment Advisory firm - (3/12/2014 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(7/24/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

O'BRIEN-STALEY PARTNERS

O'BRIEN-STALEY PARTNERS | OSP, LLC

CRD#: 169245 / SEC#: 801-79268

RIA

Registered Investment Advisory firm - (3/12/2014 Approved)

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Contact information

Main Address

5050 France Avenue South, Edina, MN 55410

Mailing Address

Phone number

(612) 254-6442

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

OSP FORM ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 1,520,780,126

Red Flags

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

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Terrence R. Dewitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terrence Riley Dewitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

O'BRIEN-STALEY PARTNERS

Primary Firm SEC Registration

O'BRIEN-STALEY PARTNERS

State Registrations and Notice Filings

Exams

Current Firm

O'BRIEN-STALEY PARTNERS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

O'BRIEN-STALEY PARTNERS

TRUST BUT VERIFY

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