Terrence
Palazzolo
Griffin Black, Inc
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About this Advisor
Terrence Palazzolo is a certified financial planner based in Redwood City, California who has 3 years of relevant experience. Palazzolo is on the advisory team at Griffin Black, Inc. Palazzolo has gained experience at Invest By Doing, LLC, Gap Inc - Gap Division, Bebe Stores, Jlfranklin Wealth Planning, The Void, LLC and Griffin Black, Inc. Palazzolo maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to operate in California and Texas. Griffin Black, Inc is an advisory firm that has its headquarters in Redwood City, CA. It has a total of seven employees. It oversees $187 million in assets across its 582 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 582 customer accounts, 42% belong to high-net-worth clients who have more than $1 million in assets. Griffin Black, Inc offers a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fees typically depend on which service is provided. Fee types charged by Griffin Black, Inc likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Griffin Black, Inc Brokerage Details
$186,548,590
7
582
$320,530
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Terrence Palazzolo Work History
Terrence has been registered as a financial advisor for 3 years.*
Griffin Black, Inc
Jlfranklin Wealth Planning
The Void, LLC
Invest By Doing, LLC
Gap Inc - Gap Division
Bebe Stores
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Terrence Palazzolo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Griffin Black, Inc
Redwood City, CA
Redwood City, CA
Redwood City, CA
Redwood City, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
