Terry
Muchler

Allworth Financial, L.P

CRD#2057949
Investment Advisor
in Dansville, NY

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About this Advisor

Terry Muchler is a financial advisor based in Dansville, New York, working with Allworth Financial, L.P. Terry has previously held positions at Muchler Financial Services, Securities Service Network, Ssnai, Muchler Financial Services, Inc, Securities America, Inc, Private Client Services, Allworth Financial Lp, and Aw Securities. Terry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York, North Carolina, and Virginia. Currently, Terry is part of Allworth Financial, L.P, which operates out of Dansville, New York. The firm has 35 offices and 392 employees. The firm manages assets totaling $19.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Allworth Financial, L.P includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

202 Main Street
Dansville, NY 14437

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Allworth Financial, L.P Brokerage Details

Total Assets Under Management

$19,313,695,523

NY Average: $7,578,581,321
Total Number of Employees

392

NY Average: 43
Total Number of Accounts

66,085

NY Average: 3,727
Average Account Size

$292,255

NY Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Terry Muchler Work History

2022 - Present (3 years)

Allworth Financial Lp

2022 - Present (3 years)

Aw Securities

2021 - 2022 (1 year)

Private Client Services

2020 - 2020 (< 1 year)

Securities America, Inc

2019 - 2022 (3 years)

Muchler Financial Services, Inc

2015 - 2020 (5 years)

Ssnai

2014 - 2020 (6 years)

Securities Service Network

1995 - 2022 (27 years)

Muchler Financial Services

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Terry Muchler 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 Allworth Financial, L.P

Joshua Garcia
Addison, TX
Scott Peters
Daphne, AL
Alyse Dominguez
Folsom, CA
Christopher Mattox
Addison, TX
James Smalling
Folsom, CA
Andrew Gularte
Addison, TX
Adam Peters
Highlands, CO
Gurvir Grewal
Sacramento, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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