Merrill
47yrs
Top advisor by experience in Poughkeepsie
27yrs
Based in Poughkeepsie, New York, Robert Terry is a fiduciary financial advisor with 27 years of industry experience. Robert has been with Equitable Advisors since 2021. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 142 advisors with offices in Poughkeepsie, and one of 126 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 18% by experience at Equitable Advisors
Office80 Washington Street Suite 203, Poughkeepsie, NY 12601
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowEquitable Advisors, LLCCurrent firm
Contact Robert
(212) 314-4600Firm headquarters in New York, NY. Ask for Robert. 80 Washington Street Suite 203Poughkeepsie, NY 12601Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask Robert
Tailored to Robert’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
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About Robert
How do I contact Robert?
Call Equitable Advisors at (212) 314-4600 and ask for Robert Terry. Robert works from the Poughkeepsie, NY office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1999, about 27 years. Top 18% by experience at Equitable Advisors.
What licenses does Robert hold?
Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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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