Terry Niles
Niles Asset Management · Plsttsburgh, New York
Terry Niles is a fee-only financial advisor at Niles Asset Management in Plsttsburgh, New York, who holds the CFP credential. Niles Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Niles Asset Management |
|---|---|
| Based in | Plsttsburgh, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $96.4M across 404 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4648508 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.nilesam.com |
How Terry's firm compares
- Niles Asset Management's average account is about $239,000, from its Form ADV (assets managed divided by 404 accounts).
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Questions about Terry
Is Terry Niles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terry holds no broker registration, and Niles Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terry charge for financial advice?
Terry's firm, Niles Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Terry Niles based?
Terry Niles is based in Plsttsburgh, New York.
What credentials does Terry Niles hold?
Terry Niles holds the CFP credential.
Is Terry Niles registered with the SEC?
Yes. Terry Niles is registered as an investment adviser representative in NY (CRD 4648508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Niles Asset Management manage?
Niles Asset Management reports $96.4M across 404 accounts in assets under management.
How do I contact Terry Niles?
Through Terry's website, www.nilesam.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
- 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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