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Terry Michael Schueler

Investment Adviser Representative at Truist Advisory Services, Inc.

The Villages, FLCRD #6066099Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Terry Michael Schueler is an investment adviser representative with Truist Advisory Services, Inc. in The Villages, FL, where they have been registered since 2016. They have worked in the securities industry since 2015 and were previously registered with Suntrust Investment Services, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Louisiana, Rhode Island, and Texas.

Office

2365 Parr Dr
The Villages, FL 32162

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Louisiana, Rhode Island, Texas
Broker:
53 states and territories

Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/14/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/1/2014

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Truist Advisory Services, Inc.Current
9/16/2016 – The Villages, FL
Truist Investment Services, Inc.Current
6/22/2015 – Winter Park, FL
Suntrust Investment Services, Inc.
9/17/2015 – 12/31/2016The Villages, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Truist Investment Services, Inc.
    Jun 2015 – no end date reportedClermont, FL
  2. Truist Advisory Services, Inc.
    Sep 2016 – no end date reportedClermont, FL

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Truist Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

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

Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and Newsletters
Firm areas of expertise
Investment AdvisoryWrap Managed ProgramsConsulting ServicesFinancial PlanningThird-party Managers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,003
Offices listed on AdvisorFinder:
53
Main office:
Atlanta, GA
SEC file number:
801-107729

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 30, 2026

View full firm profile

Other advisors at Truist Advisory Services, Inc.

Showing 12 of 2,003 in the directory

View Truist Advisory Services, Inc. firm profile

Similar advisors in The Villages, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Michael Schueler 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Terry Michael Schueler (Truist Advisory Services)