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Michael Gerald Terrio

MOTIV8 INVESTMENTS LLC·PORT ST LUCIE, Florida
Series 65Clean record18 years registeredMOTIV8 INVESTMENTS LLC
542 NW UNIVERSITY BLVD, PORT ST LUCIE, FL 34986CRD# 5453353Firm CRD# 285560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Gerald Terrio · PORT ST LUCIE, FL
Registration
CRD #5453353 · MOTIV8 INVESTMENTS LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

MOTIV8 INVESTMENTS LLC
Dec 2016 – present
THE TERRIO GROUP
Feb 2011 – Dec 2017
PORT ST. LUCIE, FL
AMERICAN INVESTMENT SERVICES
Jul 2008 – May 2011
MELBOURNE, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 15, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOTIV8 INVESTMENTS LLC
CRD 285560 · SEC 801-108653
AUM
$161M
Regulatory assets under management
Employees
40
1,628 client accounts
Services offered by MOTIV8 INVESTMENTS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MOTIV8 INVESTMENTS LLC →
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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.
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Research
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