Terry Szilasi has been an investment adviser representative at Gilbert Greg RIA since October 2026, and is not listed among the firm’s executive officers or direct owners.
Gilbert Greg RIA, LLC is an Oakland, CA firm with $174M under management, 657 clients and 35 advisers across 35 offices, as of its May 2026 filing.
Terry Szilasi’s longest registration is the current one, 3 years at Forthright Capital since 2023.
- – present · under a yearNaples, ID · Adviser representative · Firm CRD 304981
- Forthright CapitalAlso current– present · 3 yearsSpokane Valley, WA · Adviser representative · Firm CRD 323596
Investment adviser representative registrations
Terry Szilasi is registered as an investment adviser representative in 2 states. The first approvals date from August 2023; the most recent is Idaho, in October 2026.
- IdahoSince 7 October 2026
- WashingtonSince 24 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 25 November 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 11 November 2019 |
| SIE | Securities Industry Essentials Examination | 28 October 2019 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Terry Jay Szilasi
- CRD
- 7175649
- Firm
- Gilbert Greg RIA · CRD 304981
- Office
- Naples, ID
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Terry Szilasi work?
Terry Szilasi is an investment adviser representative registered through Gilbert Greg RIA, LLC since October 2026, and is not listed among the firm’s executive officers or direct owners.
Is Terry Szilasi a financial advisor?
Yes. Terry Szilasi has a current investment-adviser registration in Idaho and Washington, through Gilbert Greg RIA since October 2026.
How many years of experience does Terry Szilasi have?
Terry Szilasi has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Terry Szilasi passed?
Terry Szilasi has passed 3 licensing exams: the SIE, Series 6TO and Series 63. The earliest, the SIE, was passed in October 2019.
Where is Terry Szilasi based?
Terry Szilasi’s registered office is in Naples, ID.
Is Terry Szilasi registered with FINRA?
No. Terry Szilasi has no current broker registration.
How can I verify Terry Szilasi’s record?
Search CRD 7175649 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Szilasi’s full registration record.