AdvisorOS Directory
Claim Profile
MT

Michael Gerald Terrio

MOTIV8 INVESTMENTS LLC·PORT ST LUCIE, Florida
Unclaimed Profile
542 NW UNIVERSITY BLVD, PORT ST LUCIE, FL 34986CRD# 5453353Firm CRD# 285560
01

About

Michael Gerald Terrio is a registered financial advisor based in PORT ST LUCIE, Florida, affiliated with MOTIV8 INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MOTIV8 INVESTMENTS LLC
MOTIV8 INVESTMENTS LLC
AUM
$161M
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at MOTIV8 INVESTMENTS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISER FEES
Regulatory
SEC/IARD CRD# 5453353
Firm CRD# 285560
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PORT ST LUCIE?

Browse all registered financial advisors in PORT ST LUCIE, Florida or claim this profile if it's yours.

Browse PORT ST LUCIE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Michael Gerald Terrio offer?
Michael Gerald Terrio specializes in Financial Planning, Investment Management. Contact their office in PORT ST LUCIE, Florida for a consultation.
What are Michael Gerald Terrio's credentials?
Michael Gerald Terrio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Gerald Terrio located?
Michael Gerald Terrio is based in PORT ST LUCIE, Florida, working with MOTIV8 INVESTMENTS LLC. Their office serves clients in the PORT ST LUCIE metropolitan area and surrounding communities.
How does Michael Gerald Terrio charge for services?
Michael Gerald Terrio's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MOTIV8 INVESTMENTS LLC?
MOTIV8 INVESTMENTS LLC has approximately 40 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile