MT
MT

Michael Gerald Terrio

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningInsurance PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,011 clients
Average Client Portfolio
$185K average
Assets Under Management
$187.1M

Fee Structure

Minimum Investment:$50K
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Location

542 NW University Blvd, Suite B101, Port St Lucie, FL, 34986

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Michael is involved with Mike Terrio, Inc., offering insurance products and services since 2008, dedicating nearly full-time hours. He also owns multiple real estate properties through Crady T LLC, SE Rays Way LLC, and Brash LLC, and serves as Director of Roadways for Four Rivers Property Owners Association, dedicating minimal time to these activities.

Employment History
Current Registrations
Motiv8 Investments LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
The Terrio Group
February 2011 - December 2017 · 6 yrs 10 mos
American Investment Services
July 2008 - May 2011 · 2 yrs 10 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Michael Gerald Terrio - Financial Advisor | TrueAdvisor