Morgan Stanley
47yrs
Top advisor by experience in Mount Laurel
26yrs
Michael Terry
Financial advisor at Osaic Wealth
Michael Terry has worked in the financial industry for 26 years and is a fiduciary financial advisor based in Mount Laurel, New Jersey. After two years at Woodbury Financial Services, Michael joined Osaic Wealth in 2024, a firm offering financial planning, investment management, and retirement plan consulting. Michael holds the CFP® designation.
One of 387 advisors with offices in Mount Laurel, and one of 372 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 25% by experience nationwide
OfficeMount Laurel, NJ
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowOsaic Wealth, Inc.Current firm
- Jul 2022 – Jan 2024Woodbury Financial Services, Inc.Previously
Questions to ask Michael
Tailored to Michael’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?
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Michael
How do I contact Michael?
Call Osaic Wealth at 800-821-5100 and ask for Michael Terry. Michael works from the Mount Laurel, NJ office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2000, about 26 years. Top 25% by experience nationwide.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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