Simcha Shachar Terwilliger
Investment Adviser Representative at SLP Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Simcha Shachar Terwilliger is an investment adviser representative with SLP Wealth in Newport News, VA, where they have been registered since 2023. They have worked in the securities industry since 2018 and have been registered with 3 firms, including FOX & Company Wealth Management and The Advisory FIRM of Katherine L.brown Limited Liability Company. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas and Virginia.
Registrations & licenses
- Investment adviser:
- Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Advisory Firm of Katherine L. Brown, LLCJun 2016 – Oct 2018Newport News, VA
- Fox & Company Wealth ManagementOct 2018 – Jan 2022Newport News, VA
- SLP WealthApr 2023 – no end date reportedNewport News, VA
- Student Loan PlannerFeb 2022 – no end date reportedNewport News, VA
- SLP WealthSep 2023 – May 2025Newport News, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SLP Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0075
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, cash flow management, student loan advice, insurance advice, investment management, retirement savings, personal tax services
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Durham, NC
- SEC file number:
- 801-127646
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 24, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Simcha Shachar Terwilliger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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