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Terry S
ChFC®, Series 63
Spokane Valley, WA
Forthright Capital
Terry Szilasi is a financial advisor at Forthright Capital with six years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Forthright Capital Advisory, LLC is an SEC-registered investment adviser managing approximately $107.7 million in discretionary assets for individuals, retirement plans, corporations, and charitable organizations. The firm primarily employs passive investment management, utilizing model portfolios and outside managers as appropriate, with client portfolios tailored to individual investment policy statements.
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