Terrence John Crowley

Current Employers

Employment History

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Arlington Heights, IL
• 11/2016 → 06/2021
  Wells Fargo Clearing Services, Llc
  Arlington Heights, IL
• 06/2021 → Present
  Lpl Financial Llc
  Arlington Heights, IL
• 06/2021 → Present
  Newedge Advisors, Llc (Gwm Advisors, Llc)
  Arlington Heights, IL

Previous Registrations

• 2008-01-01 → 2021-06-10
  Wells Fargo Clearing Services, Llc
  Arlington Heights, IL
• 2002-05-30 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Arlington Heights, IL
  Arlington Heights, IL
  St. Louis, MO
• 1998-09-03 → 2002-04-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakbrook, IL

Other Businesses

1. 6/2/2021 - Providence Private Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 6/2/2021 - CAREGIVER - Outside/W-2 Employment - Not Investment Related - Home Based - Started 11/30/2019 - 24 Hours Per Month/0 Hours During Securities Trading - Time Spent 1% - CAREGIVER FOR DISABLED SON. 3. 6/15/2021 - Providence Private Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/01/2020 - 100 Hours Per Month/25 Hours During Securities Trading - Time Spent 70%. 4. 2/9/2022 - NewEdge Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 07/01/2020 - 100 Hours Per Month/25 Hours During Securities Trading - Time Spent 70% - I provide investment advisory services through NewEdge Advisors, LLC, an independent investment advisor firm. I started this business activity in 7/2020. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 06/10/2025 - FSG Financial Strategies Group - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date: 06/02/2025 - 1 Hours Per Month/0 Hours During Securities Trading 6. 02/23/2026 - Crowley Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 02/20/2026 - 160 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-08-31
• S63 Uniform Securities Agent State Law Examination
  1984-06-05

Other Names

• Terry John Crowley