MT
Michael G. Terrio
MOTIV8 INVESTMENTS LLC
Port St Lucie, FL 34986
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CRD#: 5453353
MT
Professional summary
Michael Gerald Terrio, who also goes by Mike Terrio, is a registered financial advisor currently at MOTIV8 INVESTMENTS LLC located in Port St Lucie, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mike Terrio
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.
MIKE TERRIO, INC.; INVESTMENT RELATED; INSURANCE PRODUCTS AND SERVICES; STARTED 10/2008; 120/MONTH CRADY T LLC; OWNER; 542 NW UNIVERSITY BLVD SUITE B102, PORT ST LUCIE, FL 34986; OWNER OWNED AND OCCUPIED PROPERTY/ NOT AVAILABLE FOR OUTSIDE INVESTMENT BY CLIENTS. OWNER USES REAL ESTATE AS AN OFFICE LOCATION.; START DATE: 2015-10-13; HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2. SE RAYS WAY LLC; OWNER; 2104 SE RAYS WAY STUART, FL 34994; OWNER OWNED AND OCCUPIED PROPERTY/ NOT AVAILABLE FOR OUTSIDE INVESTMENT BY CLIENTS. OWNER USES REAL ESTATE AS AN OFFICE LOCATION.; START DATE: 2014-07-03;HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 2. Director of Roadways; Four Rivers Property Owners Association. Director of Roadways; investment related: No; Location: 650 SW BITTERN ST Palm City Florida 34990 United States; Responsibilities Duties: Make sure the proper amount of funds are used to fix roadways in my POA.; Start date with business: 2023-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 1; Percentage of total yearly compensation expected to be derived from the business: 0; Brash LLC is a new Real Estate LLC for the property located at 542 NW University Blvd, B101 Port St Lucie. FL 34986. Michael Terrio is 100% owner of Brash LLC
CRS (Client Relationship Summary) - RIA
Click below to view Michael Gerald Terrio'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
December 19, 2016 - Present
MOTIV8 INVESTMENTS LLC
Office #1: 542 Nw University Blvd Suite B101, Port St Lucie, FL 34986RIA
CRD#: 285560
Port St Lucie, FL
Past
February 23, 2011 - December 22, 2017
THE TERRIO GROUP
RIA
CRD#: 156394
PORT ST. LUCIE, FL
Past
July 15, 2008 - May 31, 2011
AMERICAN INVESTMENT SERVICES
RIA
CRD#: 144088
MELBOURNE, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(12/19/2016)
IAR
Texas(4/27/2017)
Current Firm
MI
MOTIV8 INVESTMENTS LLC
AKAMI ADVISORS | WOODCREST FINANCIAL GROUP | WELL PRESERVED ADVISORY GROUP | VILLA TAX ADVISORY GROUP | THE WELL PRESERVED ADVISORY GROUP | THE TERRIO GROUP | THE RETIREMENT ADVISORS | TENNYSON GROUP | PRIVATE CLIENT ADVISOR | OWLFI | OPTIMAL WEALTH STRATEGIES LLC | MOTIV8 INVESTMENTS LLC | MCBEATH FINANCIAL GROUP | MASON STREET WEALTH MANAGEMENT | HALL ASSET MANAGEMENT GROUP | GLEASON FINANCIAL GROUP | FAITHFUL FINANCIAL GROUP | EXCELSIOR FINANCIAL GROUP LLC | EAST COAST TAX AND FINANCIAL PLANNING | DIVERSIFIED WALTH GROUP | CREATIVE ONE | COAST TO COAST FINANCIAL PLANNING LLC | CAPROCK FINANCIAL GROUP | ASSETS RISK MANAGEMENT LLC
CRD#: 285560 / SEC#: 801-108653
RIA
Registered Investment Advisory firm - (11/15/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
542 Nw University Blvd Suite B101, Port St Lucie, FL 34986
Mailing Address
Phone number
(772) 247-4488
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (19 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,568 |
| AUM (Assets Under Management) | $ 187,093,402 |
Red Flags
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