TC
Terence M. Crikelair
CHAMPLAIN ADVISORS
Christiansted, VI 00820
Some features on this profile are disabled
CRD#: 2804253
TC
Professional summary
Terence Michael Crikelair, who also goes by Terence M Crikelair, Terry Crikelair, is a registered financial professional currently at CHAMPLAIN ADVISORS, LLC located in Christiansted, .
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.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Terence M Crikelair | Terry Crikelair
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.
CRS (Client Relationship Summary) - BD
Click below to view Terence Michael Crikelair's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 30, 2004 - Present
CHAMPLAIN ADVISORS, LLC
Office #1: 2205 Church Street Suite 305, Christiansted, VI 00820Office #2: No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820BD
CRD#: 129560
Christiansted, VI
Past
November 21, 2003 - June 3, 2004
STOCK SECURITIES LLC
BD
CRD#: 32244
STAMFORD, CT
Past
July 30, 2001 - October 15, 2003
MALLORY CAPITAL GROUP, LLC
BD
CRD#: 108486
DARIEN, CT
Past
June 20, 2001 - August 20, 2001
AUERBACH, POLLAK & RICHARDSON INC.
BD
CRD#: 29824
STAMFORD, CT
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
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
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 62
Date: 1/2/2023
Corporate Securities Limited Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CA
CHAMPLAIN ADVISORS, LLC
CHAMPLAIN ADVISORS, LLC
CRD#: 129560 / SEC#: , 8-66233
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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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
# of Employees
FINRA licenses (53 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
