About Us

Robert Terry, CLU®, ChFC®

Financial Consultant
Phone: (845) 473-1466
Mobile: (845) 518-2367
Fax: (845) 473-1949

As a financial professional and active member of the Poughkeepsie, NY community, I am dedicated to helping individuals and businesses build their financial futures. To stay on top of my field and develop my professional skills over my 42 year career, I’ve regularly attended industry training and certification programs.

This includes completing the curriculum and passing the exams for the:


  • Chartered Life Underwriter (CLU) professional designation through the American College
  • Chartered Financial Consultant (ChFC) professional designation through the American College
  • FINRA securities registrations: Series 1, Series 7 and Series 65



My academic achievements include:



  • A Bachelors of Arts Degree in Psychology from the Central Connecticut State University .



My education and professional affiliations have fostered my practical approach to offering financial advice and planning services to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives.


Working together, we’ll formulate a strategy to help you address your goals. Then, if it is appropriate, as an Investment Advisory Representative of Equitable Advisors, and an agent of Equitable Network, LLC, an affiliated insurance general agency, I can offer you a variety of financial products.


My lifetime professional achievements include:

 



  • 2004 "Distinguished Service Award"
  • Million Dollar Round Table (MDRT) – Life Member, “Honor Roll”, Member, "Quarter Century Club"
  • Member of the presitgious “Hall of Fame” since 1989.



Maintaining a strong sense of community and a solid professional foundation are very important to me.


My community activities and professional affiliations include:



  • National Association of Insurance and Financial Advisors (NAIFA)
  • Past President of Society of Financial Service Professionals, Hudson Valley Chapter
  • Member, Central Hudson Valley Football Officials Association
  • Member, International Association of Approved Basketball Officials


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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