Advisor at Scipio Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Scipio Financial LLC
Location
Summerville, SC 29486
Credentials
Series 63, Series 65
Industry experience
14 years
Terry Scipio is a financial advisor at Scipio Financial LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Kovack Advisors, LPL Financial, Primerica Advisors, Guardian Life Insurance Company, and Northwestern Mutual Investment Management. He is also a licensed insurance agent involved in insurance sales and implementation. Scipio Financial LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm constructs customized portfolios primarily using exchange-traded funds and individual equities, applying fundamental, technical, and cyclical analysis with a long-term orientation complemented by shorter-term trading as needed.
Based on Scipio Financial LLC
Based on Scipio Financial LLC
Fixed fees negotiated per engagement based on expected hours
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.70% Over $5,000,000+: Negotiable
$250 per hour
Fee-only: Hourly fees at $250 per hour; fixed fees negotiated based on expected hours
700 Nexton Square Drive, Box 2
Summerville, SC 29486
North Carolina · South Carolina
Scipio Financial LLC
2025 - Present (1 year)
Kovack Advisors, Inc.
2022 - 2025 (3 years)
Kovack Securities, Inc.
2022 - 2025 (3 years)
LPL Financial
2022 - 2022 (1 year)
Primerica Advisors
2018 - 2022 (4 years)
Primerica Advisors
2018 - 2022 (4 years)
Guardian Life Insurance Company
2017 - 2021 (4 years)
Northwestern Mutual Investment Management
2015 - 2018 (3 years)
Northwestern Mutual Investment Management
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 63
North Charleston, SC
Luther Wealth Management
Series 63
Moncks Corner, SC
Barony Financial Group
Series 65
Summerville, SC
Journey Asset Management LLC
Series 63, Series 65
North Charleston, SC
Strategic Wealth Partners LLC
Series 63
Summerville, SC
Charles Fish Investments, Inc.
Series 63, Series 66
Charleston, SC
Veritas Wealth Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")