BT
Boruch Terebelo
FIVE POINT INVESTMENTS
LAKEWOOD, NJ
CRD#: 8105879
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BT
Boruch TerebeloFIVE POINT INVESTMENTS
Professional summary
Boruch Terebelo is a registered financial advisor currently at FIVE POINT INVESTMENTS located in Lakewood, New Jersey.
Boruch is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Boruch has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
CRS (Client Relationship Summary) - RIA
Click below to view Boruch Terebelo'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
October 14, 2025 - Present
FIVE POINT INVESTMENTS
RIA
CRD#: 336858
LAKEWOOD, NJ
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
New Jersey(10/14/2025)
Current Firm
FP
FIVE POINT INVESTMENTS
FIVE POINT INVESTMENTS | FIVE POINT INVESTMENTS LLC
CRD#: 336858 / SEC#:
New Jersey
Registered Investment Advisory firm - (10/14/2025 Approved)Loading...
Contact information
Main Address
Lakewood, NJ
Mailing Address
Phone number
(732) 540-1985
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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