Michael Terrio has been Managing Member/President/CCO of Motiv8 Investments since September 2016, is a control person of the firm and directly owns 75% or more of it.
Motiv8 Investments LLC is a Port St Lucie, FL firm with $219M under management, 726 clients and 10 advisers across 11 offices, as of its March 2026 filing.
Michael Terrio is the founder and President of The Terrio Group. The firm covers all areas of financial management, from investment and retirement planning to risk management, strategic income planning and estate conservation. He has been the keynote speaker for several educational events and speaks nationally for the armed forces at Yellow Ribbon Events. He has been quoted in The Wall Street Journal.
Michael Terrio’s longest registration is the current one, 9 years at Motiv8 Investments since 2016. Before joining Motiv8 Investments in 2016, Michael Terrio was registered through The Terrio Group and American Investment Services.
- Motiv8 Investments LLCCurrent– present · 9 yearsPort St Lucie, FL · Adviser representative · Firm CRD 285560
- The Terrio Group– · 6 yearsPort St. Lucie, FL · Adviser representative · Firm CRD 156394
- American Investment Services– · 2 yearsMelbourne, FL · Adviser representative · Firm CRD 144088
Investment adviser representative registrations
Michael Terrio is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2016; the most recent is Texas, in April 2017.
- FloridaSince 19 December 2016
- TexasResidentSince 27 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 May 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Gerald Terrio
- CRD
- 5453353
- Firm
- Motiv8 Investments · CRD 285560
- Role
- Managing Member/President/CCO
- Office
- 542 NW UNIVERSITY BLVD, SUITE B101, Port St Lucie, FL 34986
- Registration
- Investment adviser registration
- In the industry since
- July 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- theterriogroup.com
Where does Michael Terrio work?
Michael Terrio has been Managing Member/President/CCO of Motiv8 Investments LLC since September 2016, and is a control person of the firm.
Is Michael Terrio a financial advisor?
Yes. Michael Terrio has a current investment-adviser registration in Florida and Texas, through Motiv8 Investments since December 2016.
How many years of experience does Michael Terrio have?
Michael Terrio has 18 years in the financial industry, since July 2008, across 3 adviser firms.
What exams has Michael Terrio passed?
Michael Terrio passed the Series 65 in May 2008.
Where did Michael Terrio work before Motiv8 Investments?
Before Motiv8 Investments, Michael Terrio was registered through American Investment Services, July 2008 to May 2011.
Where is Michael Terrio based?
Michael Terrio’s registered office is in Port St Lucie, FL.
Is Michael Terrio registered with FINRA?
No. Michael Terrio has no current broker registration.
How can I verify Michael Terrio’s record?
Search CRD 5453353 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Terrio’s full registration record.