Terry Thomason has been an investment adviser representative at Elite Wealth Management since July 2025, and is not listed among the firm’s executive officers or direct owners.
Elite Wealth Management, Inc. is a Kirkland, WA firm with $861M under management, 469 clients and 3 advisers in one office, as of its March 2026 filing.
Terry Thomason is Senior Investment Advisor at Elite Wealth Management. He has over two decades of experience advising high net worth individuals, families, business owners and corporate executives. His practice focuses on customized portfolio construction, retirement and liquidity planning, concentrated stock management and tax-efficient wealth preservation. He began his career at The Boeing Company in 1997 in corporate and analytical roles and moved into financial advising in 2006.
Terry Thomason’s longest registration was 5 years at Unionbanc Investment Services, LLC (2013–2019). Before joining Elite Wealth Management in 2025, Terry Thomason was registered through Clarity Capital Partners and Fidelity Personal and Workplace Advisors.
- – present · 1 yearKirkland, WA · Adviser representative · Firm CRD 132122
- Clarity Capital Partners– · 4 yearsBellevue, WA · Adviser representative · Firm CRD 129898
- Fidelity Personal and Workplace Advisors– · 1 yearBellevue, WA · Adviser representative · Firm CRD 288590
- Unionbanc Investment Services, LLC– · 5 yearsMill Creek, WA · Adviser representative · Firm CRD 14455
- U.S. Bancorp Investments, Inc.– · 2 yearsBurien, WA · Adviser representative · Firm CRD 17868
- Chase Investment Services Corp.– · 2 yearsMercer Island, WA · Adviser representative · Firm CRD 25574
- Wamu Investments, Inc.– · under a yearRenton, WA · Adviser representative · Firm CRD 599
- Edward Jones– · 1 yearCitrus Heights, CA · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Terry Thomason is registered as an investment adviser representative in Washington, since July 2025.
- WashingtonSince 10 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 April 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 August 2006 |
| Series 7 | General Securities Representative Examination | 14 August 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Terry L Thomason
- CRD
- 4831285
- Firm
- Elite Wealth Management · CRD 132122
- Office
- 1014 MARKET STREET, SUITE 100, Kirkland, WA 98033
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elitewm.com
Where does Terry Thomason work?
Terry Thomason is an investment adviser representative registered through Elite Wealth Management, Inc. since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Terry Thomason a financial advisor?
Yes. Terry Thomason has a current investment-adviser registration in Washington, through Elite Wealth Management since July 2025.
How many years of experience does Terry Thomason have?
Terry Thomason has 20 years in the financial industry, since September 2006, across 8 adviser firms.
What exams has Terry Thomason passed?
Terry Thomason has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in August 2006. FINRA credited Terry Thomason with the SIE, which began in October 2018.
Where did Terry Thomason work before Elite Wealth Management?
Before Elite Wealth Management, Terry Thomason was registered through Fidelity Personal and Workplace Advisors, March 2019 to December 2020; Unionbanc Investment Services, LLC, October 2013 to February 2019; U.S. Bancorp Investments, Inc., May 2011 to October 2013; Chase Investment Services Corp., May 2009 to May 2011; Wamu Investments, Inc., October 2008 to May 2009; Edward Jones, April 2007 to October 2008.
Where is Terry Thomason based?
Terry Thomason’s registered office is in Kirkland, WA.
Is Terry Thomason registered with FINRA?
No. Terry Thomason has no current broker registration.
How can I verify Terry Thomason’s record?
Search CRD 4831285 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Terry Thomason’s full registration record.