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Justin Michael Terzo

Lake Street

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About Justin Michael Terzo

Justin Terzo is an investment advisor representative for Lake Street. Justin is registered in Illinois and has been in the industry since November 2009. Previously, Justin worked at FSIC and Merrill Lynch. Justin has passed the Series 7, Series 66, and SIE exams. Justin's areas of specialization include financial planning, pension consulting, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Justin Terzo is currently registered with Lake Street. Lake Street is an investment advisor headquartered in CHICAGO, IL with a focus on financial planning, portfolio management, and pension consulting. They primarily serve individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $1,000,803,506 in regulatory assets under management and has a total of 1,978 accounts.
Lake Street

128 N. MAY STREET

CHICAGO, IL 60607

$1.00B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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erisa section 3(21) co-fiduciary services

Erisa section 3(21) co-fiduciary services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Terzo’s Registration & Firm History

IL

05/16/2018 - Present

Lake Street (CHICAGO IL)

IL

12/15/2017 - 06/15/2018

FSIC (Chicago IL)

IL

11/13/2009 - 12/18/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/07/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/12/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Michael Terzo.
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