Marcus Terdik
Piedmont Private Wealth · Raleigh, North Carolina
Marcus Terdik is a fee-only financial advisor at Piedmont Private Wealth in Raleigh, North Carolina. Marcus charges a percentage of assets.
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Who they serve
- High earners
- Early-career professionals
- Pre-retirees
- Ultra high net worth
Facts
| Firm | Piedmont Private Wealth |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model | Percentage of assets |
| Assets under management | $105M across 155 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 2653954 |
| Exams passed | Series 63 (2001) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.piedmontpw.com |
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Questions about Marcus
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Piedmont Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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