Michael Terrio (CRD# 5453353) is an Investment Advisor Representative working at Motiv8 Investments LLC in Port Saint Lucie, FL and has over 15 years of experience in the finance industry.
CRD# 5575170
Edward Jones
CRD# 6980780
Fidelity Personal And Workplace Advisors
CRD# 1076829
Securities Research, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Motiv8 Investments LLC | Stuart, FL | Sep 2016 - Current | 7 |
| Motiv8 Advisors Inc. | Stuart, FL | Aug 2016 - Current | 7 |
| M. Terrio Investments, Inc. | St. Port Lucie, FL | Jan 2011 - Current | 13 |
| M. Terrio, Inc. | St. Port Lucie, FL | Oct 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- FL
- LA
- MN
- TX
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Total Assets Under Management161MILLIONS
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Total Number of Accounts1,628ACCOUNTS
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Average Account Value$99,113
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CT, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OK, PA, SC, TX, UT, WI
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