# Marcus Terdik

> Marcus Terdik is a fee-only financial advisor at Piedmont Private Wealth in Raleigh, North Carolina. Marcus charges a percentage of assets.

Page: https://find.wellspent.co/advisors/marcus-terdik/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Piedmont Private Wealth
- **Based in:** Raleigh, North Carolina
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $105M across 155 accounts
- **Works with:** High earners, Early-career professionals, Pre-retirees, Ultra high net worth
- **CRD:** 2653954 (https://adviserinfo.sec.gov/individual/summary/2653954)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (2001), Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.piedmontpw.com/

## Frequently asked questions

### Is Marcus Terdik a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Marcus holds no broker registration, and Piedmont Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Marcus charge for financial advice?

Marcus charges a percentage of assets.

### Where is Marcus Terdik based?

Marcus Terdik is based in Raleigh, North Carolina.

### Is Marcus Terdik registered with the SEC?

Yes. Marcus Terdik is registered as an investment adviser representative in NC and TX (CRD 2653954), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Piedmont Private Wealth manage?

Piedmont Private Wealth reports $105M across 155 accounts in assets under management.

### How do I contact Marcus Terdik?

Through Marcus's website, www.piedmontpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2653954): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.piedmontpw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.