Unclaimed Profile

Terence Victor Pavlic

PAVLIC INVESTMENT ADVISORS, INC.·DELAFIELD, Wisconsin

Series 6, Series 63, Series 65Clean record28 years registeredPAVLIC INVESTMENT ADVISORS, INC.

417 GENESEE STREET, DELAFIELD, WI 53018CRD# 2004968Firm CRD# 111246

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Terence Victor Pavlic · DELAFIELD, WI

Registration

CRD #2004968 · PAVLIC INVESTMENT ADVISORS, INC. · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PAVLIC INVESTMENT ADVISORS, INC.

PAVLIC INVESTMENT ADVISORS, INC.

Dec 1997 – Apr 2026

DELAFIELD, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · December 4, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PAVLIC INVESTMENT ADVISORS, INC.

CRD 111246 · SEC 801-60971

AUM

$51M

Regulatory assets under management

Employees

161 client accounts

Services offered by PAVLIC INVESTMENT ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PAVLIC INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Terence Victor Pavlic offer?

Terence Victor Pavlic specializes in Investment Management, Wealth Management.

What are Terence Victor Pavlic's credentials?

Terence Victor Pavlic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Terence Victor Pavlic located?

Terence Victor Pavlic is based in DELAFIELD, Wisconsin, last registered with PAVLIC INVESTMENT ADVISORS, INC..

How does Terence Victor Pavlic charge for services?

Terence Victor Pavlic's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PAVLIC INVESTMENT ADVISORS, INC.?

PAVLIC INVESTMENT ADVISORS, INC. has approximately 1 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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