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TL

Teo E. Lacroze

MERAKI GLOBAL ADVISORS
Park City, UT 84098
Some features on this profile are disabled
CRD#: 7619664
TL

Professional summary

Teo Eduardo Lacroze is a registered financial professional currently at MERAKI GLOBAL ADVISORS LLC located in Park City, Utah.

Teo is registered as a RR (Registered Representative) and started their career in finance in 2023. Teo has worked at 1 firm and has passed the Series 63, Series 7TO and SIE exams.

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) - BD

Click below to view Teo Eduardo Lacroze'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®
None

Experience

Current

December 20, 2023 - Present

MERAKI GLOBAL ADVISORS LLC

Office #1: 1389 Center Drive, Suite 170, Park City, UT 84098
BD
CRD#: 297930
Park City, UT

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
Utah
(1/11/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 1/11/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/20/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/17/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

MG
MERAKI GLOBAL ADVISORS LLC
MERAKI GLOBAL ADVISORS LLC

CRD#: 297930 / SEC#: , 8-70160

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1389 Center Drive, Suite 170, Park City, UT 84098
Mailing Address
Po Box 982601, Park City, UT 84098
Phone number
(435) 214-0772
Established
Utah since 04/19/2018
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
SVMP HOLDINGS LLCDIRECT OWNER
PEKE HOLDINGS LLCDIRECT OWNER
ARNOLD, BENJAMIN RICHARDFOUNDER & MANAGING PARTNER4997870
CARTER, ANA RFINOP/CFO, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER4424794
KIM, CHRISTINA CAROLINEEXECUTIVE ASSISTANT TO FOUNDER & MANAGING PARTNER7891414
KURTIS, SCOTT ROBERTCHIEF COMPLIANCE OFFICER & AML COMPLIANCE OFFICER4437685

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

MERAKI GLOBAL ADVISORS LLC

CRD#: 297930Park City, UT 84098

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