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Maria Terry

Member at Asset Management Services

Firm officerUpdated

Maria Terry has held the title Member at Asset Management Services, Inc., a investment adviser managing $109M, since January 2026.

2026
In role since
$109M
Firm AUM
296
Firm clients
3
Firm advisers

From Form ADV filed 15 July 2026Form ADV

Career

Maria Terry is not listed as a control person, but directly owns between 5% and 10% of Asset Management Services.

Asset Management Services is an investment adviser, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $109 million, as filed on 15 July 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
8232032
Firm
Asset Management Services · CRD 110803
Role
Member
In role since
January 2026 · under a year
Control person
Not listed
Direct ownership
5% to 10%
Firm headquarters
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Maria Terry work?

Maria Terry has held the title Member at Asset Management Services, Inc. since January 2026.

Source: Form ADV, Schedule A, filed 15 July 2026

How can I verify Maria Terry’s record?

Maria Terry’s role is listed on Asset Management Services, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110803.

Source: Form ADV, Schedule A, filed 15 July 2026

Leadership at Asset Management Services

Sources

  1. IAPD individual lookup, CRD 8232032, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Asset Management Services, Inc., filed 15 July 2026. Title, control and ownership bands.