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MT

Michael Terzo

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CRD#: 2226037
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Terzo was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1992. Michael had worked at 9 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 13, 2001 - May 31, 2002

DPEC CAPITAL, INC.

BD
CRD#: 103737
NEW YORK, NY
Past

April 20, 2001 - December 6, 2001

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

November 21, 2000 - May 16, 2001

HORNBLOWER & WEEKS, INC.

BD
CRD#: 4683
NEW YORK, NY
Past

April 14, 1999 - December 5, 2000

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
STAMFORD, CT
Past

March 11, 1999 - April 5, 1999

AUERBACH, POLLAK & RICHARDSON INC.

BD
CRD#: 29824
Past

July 17, 1996 - March 12, 1999

ROYCE INVESTMENT GROUP, INC.

BD
CRD#: 10494
WOODBURY, NY
Past

January 4, 1995 - July 11, 1996

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

January 10, 1994 - January 6, 1995

D. H. BLAIR & CO., INC.

BD
CRD#: 6833
NEW YORK, NY
Past

February 18, 1993 - December 10, 1993

H.J. MEYERS & CO., INC.

BD
CRD#: 15609
ROCHESTER, NY
Past

November 16, 1992 - February 16, 1993

HANOVER, STERLING & COMPANY LTD.

BD
CRD#: 15491
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/14/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


DC
DPEC CAPITAL, INC.
DPEC CAPITAL, INC. | INVESTPRIVATE.COM,INC. | INVESTPRIVATE.COM, INC. | INVESTPRIVATE, INC.

CRD#: 103737 / SEC#: , 8-52230

BD
Terminated by SEC on 02/19/2017
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 04/05/1999
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ALGODON WINE AND LUXURY DEVELOPMENT GROUP100% STOCKHOLDER
BEALE, JULIAN HOWARDDIRECTOR4100205
FASANO, KEITH TODDPRESIDENT, CHIEF COMPLIANCE OFFICER, MANAGING DIRECTOR2014683
FERGUSON, SHARICFO/FINOP, TREASURER5596471
LAWRENCE, PETER JESSELDIRECTOR4100105

Disclosures


Regulatory Event4
Arbitration4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


DPEC CAPITAL, INC.

CRD#: 103737

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