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Terry Michael McCaffrey

Chairman, Chief Executive Officer And Chief Compliance OfficerOptimum Investment Advisors, LLCCRD 4850382

About Terry Michael McCaffrey

Terry Michael McCaffrey is listed as Chairman, Chief Executive Officer And Chief Compliance Officer at Optimum Investment Advisors, LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Under 5%. Terry Michael McCaffrey is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Optimum Investment Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Terry Michael McCaffrey work?

Terry Michael McCaffrey is listed as Chairman, Chief Executive Officer And Chief Compliance Officer at Optimum Investment Advisors, LLC on SEC Form ADV.

How much of Optimum Investment Advisors, LLC does Terry Michael McCaffrey own?

Form ADV reports a beneficial ownership band of Under 5%.

Optimum Investment Advisors, LLC

TitleChairman, Chief Executive Officer And Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2009
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Optimum Investment Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2013
View Optimum Investment Advisors, LLC →