Terrence Purcell has been an investment adviser representative at Longwall Investment Partners since April 2023, and is not listed among the firm’s executive officers or direct owners. Terrence Purcell holds a B.S. in Economics from the University of Pennsylvania and an M.B.A. in Finance from New York University.
Longwall Investment Partners, LLC is a Westport, CT firm with $428M under management, 50 clients and 3 advisers across 5 offices, as of its July 2026 filing.
Terrence Purcell is Co-Chief Investment Officer & Partner of Longwall Family Office. He has three decades of direct investing, allocating and consulting experience in alternative and traditional investments. He was previously a Global Investment Committee member and head of the Customized Fund Solutions and Investment Strategy teams at Permal Group, and before that Principal Investment Officer for Private Equity and Alternative Investments at Connecticut Retirement Plans and Trust Funds.
- Longwall Family OfficeCurrent– present · 3 yearsWestport, CT · Adviser representative · Firm CRD 324336
Investment adviser representative registrations
Terrence Purcell is registered as an investment adviser representative in Connecticut, since April 2023.
- ConnecticutSince 12 April 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 January 2023 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 November 1990 |
| Series 7 | General Securities Representative Examination | 17 September 1990 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Terrence Devine Purcell
- CRD
- 2037654
- Firm
- Longwall Investment Partners · CRD 324336
- Office
- 8 WRIGHT ST, SUITE 107, Westport, CT 06880
- Registration
- Investment adviser registration
- In the industry since
- April 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- longwallfamilyoffice.com
Where does Terrence Purcell work?
Terrence Purcell is an investment adviser representative registered through Longwall Investment Partners, LLC since April 2023, and is not listed among the firm’s executive officers or direct owners.
Is Terrence Purcell a financial advisor?
Yes. Terrence Purcell has a current investment-adviser registration in Connecticut, through Longwall Investment Partners since April 2023.
How many years of experience does Terrence Purcell have?
Terrence Purcell has 3 years in the financial industry, since April 2023, across 1 adviser firm.
What exams has Terrence Purcell passed?
Terrence Purcell has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in September 1990.
Where is Terrence Purcell based?
Terrence Purcell’s registered office is in Westport, CT.
Is Terrence Purcell registered with FINRA?
No. Terrence Purcell has no current broker registration.
How can I verify Terrence Purcell’s record?
Search CRD 2037654 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terrence Purcell’s full registration record.