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Terrence Crowley

Newedge Advisors
42 Years of Experience
Arlington Heights, IL
5 DisclosuresBroker
View SEC Summary
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Terrence Crowley is a registered investment advisor at Newedge Advisors, based in Arlington Heights, IL, with 42 years of industry experience. Terrence is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

171 W. Wing Street, Unit 203, Arlington Heights, IL, 60005

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2005
Denied
Employment Separation After Allegations
April 2002
Customer Dispute
September 2001
Settled
Customer Dispute
January 1995
Settled
Customer Dispute
October 1988
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Terrence operates Providence Private Wealth as a DBA for his LPL business and GWM Advisors, LLC. He also provides investment advisory services through NewEdge Advisors, LLC, dedicating about 60-70% of his time to these investment-related activities, and spends about 10-20% of his time as a caregiver for his disabled son.

Employment History
Current Registrations
LPL Financial LLCBroker
June 2021 - Present · 5 yrs 4 mos
Newedge Advisors
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
LPL Financial LLC
April 2025 - July 2026 · 1 yr 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - June 2021 · 13 yrs 5 mos
Wells Fargo Clearing Services, LLC
January 2008 - June 2021 · 13 yrs 5 mos
A. G. Edwards & Sons, INC.
May 2002 - January 2008 · 5 yrs 8 mos
A. G. Edwards & Sons, INC.Broker
April 2002 - January 2008 · 5 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
September 1998 - April 2002 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1984 - April 2002 · 17 yrs 10 mos
State Registrations20 states
AZCACOCTFLILINKSMAMDMINHNJNVNYSCTXUTVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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