Terry Danish
Terry Danish is a registered investment advisor at Thurston Springer Advisors, based in Brodheadsville, PA, with 46 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 6,759 clients with $3.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thurston Springer uses third-party portfolio advisors, and clients pay a fee based on the third-party's fee schedule. Thurston Springer retains a portion of this fee. The overall advisory fee is negotiable. Clients will have some cash in their account to cover advisory fees. Clients may pay additional fees or expenses in a third-party advisory account, such as ticket charges, IRA fees, and wire fees.
Location
867 Fawn View Road, Brodheadsville, PA, 18322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Terry uses the DBA Ontrack Capital Management for name recognition purposes. This activity is not investment-related.
Employment History
Current Registrations
Thurston Springer Advisors
Thurston, Springer, Miller, Herd & Titak, INC.Broker
Previous Registrations
Thurston Springer Financial
Jhs Capital Advisors, LLC
Jhs Capital Advisors, LLCBroker
Sterling Financial Investment Group, INC.Broker
First Montauk Securities CORP.Broker
Maxim Group LLCBroker
Investec Ernst & CompanyBroker
Continental Broker-Dealer CORP.Broker
Network 1 Financial Securities INC.Broker
Baird, Patrick & CO., INC.Broker
Philips, Appel & Walden, INC.Broker
First Jersey Securities, INC.Broker
State Registrations6 states
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.