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Terence Michael Crikelair

CHAMPLAIN ADVISORS
CHRISTIANSTED, VI
·CRD# 2804253·28 years experience

Professional Summary

Terence Michael Crikelair, who also goes by Terence M Crikelair, Terry Crikelair, is a registered financial advisor currently at CHAMPLAIN ADVISORS, LLC located in Christiansted, undefined. Terence is registered as a RR (Registered Representative) and started their career in finance in 2001. Terence has worked at 4 firms and has passed the Series 63, Series 79TO, Series 99TO, Series 62, SIE, Series 7, Series 14 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Terence M Crikelair, Terry Crikelair

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

28 years in the financial services industry

Current & Past Employments

CHAMPLAIN ADVISORS, LLC·CRD# 129560
BD
1. 2205 Church Street Suite 305, Christiansted, VI 008202. No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
March 30, 2004 - Present
STOCK SECURITIES LLC·CRD# 32244
BD
Stamford, CT
November 21, 2003 - June 3, 2004
MALLORY CAPITAL GROUP, LLC·CRD# 108486
BD
Darien, CT
July 30, 2001 - October 15, 2003
AUERBACH, POLLAK & RICHARDSON INC.·CRD# 29824
BD
Stamford, CT
June 20, 2001 - August 20, 2001

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Current Firm

CA
CHAMPLAIN ADVISORS, LLC

CHAMPLAIN ADVISORS, LLC

CRD#: 129560 / SEC#: 8-66233
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820

Mailing Address

P.o. Box 24290, Christiansted, VI 00824-0290

Phone Number

(212) 686-7949

Established

Delaware since 05/01/2003

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CRIKELAIR, TERENCE MICHAELMEMBER, CHIEF COMPLIANCE OFFICER2804253
CRIKELAIR, ANDREA EVERSMEMBER3129406

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(4/21/2022)
RR
Alaska
(4/21/2022)
RR
Arizona
(4/21/2022)
RR
Arkansas
(4/21/2022)
RR
California
(4/21/2022)
RR
Colorado
(4/21/2022)
RR
Connecticut
(4/21/2022)
RR
Delaware
(4/21/2022)
RR
District of Columbia
(4/21/2022)
RR
Florida
(4/21/2022)
RR
Georgia
(4/21/2022)
RR
Hawaii
(4/21/2022)
RR
Idaho
(4/21/2022)
RR
Illinois
(4/21/2022)
RR
Indiana
(4/21/2022)
RR
Iowa
(4/21/2022)
RR
Kansas
(4/21/2022)
RR
Kentucky
(4/21/2022)
RR
Louisiana
(4/21/2022)
RR
Maine
(4/21/2022)
RR
Maryland
(4/21/2022)
RR
Massachusetts
(4/21/2022)
RR
Michigan
(4/21/2022)
RR
Minnesota
(4/21/2022)
RR
Mississippi
(4/21/2022)
RR
Missouri
(4/21/2022)
RR
Montana
(4/21/2022)
RR
Nebraska
(4/21/2022)
RR
Nevada
(4/21/2022)
RR
New Hampshire
(4/21/2022)
RR
New Jersey
(4/21/2022)
RR
New Mexico
(4/21/2022)
RR
New York
(4/21/2022)
RR
North Carolina
(3/30/2022)
RR
North Dakota
(4/21/2022)
RR
Ohio
(4/21/2022)
RR
Oklahoma
(4/21/2022)
RR
Oregon
(4/21/2022)
RR
Pennsylvania
(4/21/2022)
RR
Puerto Rico
(6/14/2013)
RR
Rhode Island
(4/21/2022)
RR
South Carolina
(4/21/2022)
RR
South Dakota
(2/16/2022)
RR
Texas
(4/22/2022)
RR
Utah
(4/21/2022)
RR
Vermont
(4/21/2022)
RR
Virgin Islands
(5/3/2017)
RR
Virginia
(4/21/2022)
RR
Washington
(4/21/2022)
RR
West Virginia
(4/21/2022)
RR
Wisconsin
(4/21/2022)
RR
Wyoming
(4/21/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2002About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 62 — Corporate Securities Limited Representative Examination

Passed Jan 2023

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 1998About the Series 7 exam

Series 14 — Compliance Officer Examination

Passed Jan 2023About the Series 14 exam

Series 24 — General Securities Principal Examination

Passed Jan 2004About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Terence Michael Crikelair's CRS (Customer Relationship Summary).

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