Merrill
44yrs
Top advisor by experience in North Bethesda
30yrs
Terrence Judge
Financial advisor at Merrill
Based in North Bethesda, Maryland, Terrence Judge is a fiduciary financial advisor with 30 years of industry experience. Terrence has been with Merrill since 2001. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 131 advisors with offices in North Bethesda, and one of 127 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 15% by experience in North Bethesda
Office11810 Grand Park Ave, North Bethesda, MD 20852
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2001 – nowMerrillCurrent firm
Contact Terrence
11810 Grand Park AveNorth Bethesda, MD 20852Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Terrence
Tailored to Terrence’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Terrence
How do I contact Terrence?
Call Merrill at (800) 637-7455 and ask for Terrence Judge. Terrence works from the North Bethesda, MD office.
How long has Terrence been a financial advisor?
Terrence has been in the industry since 1996, about 30 years. Top 15% by experience in North Bethesda.
What licenses does Terrence hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Terrence a fiduciary?
Terrence is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Terrence paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Terrence for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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