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Carl Eric Terzer

Capvisor Associates, LLC

Dawsonville, GA

CRD 1097365

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Employer firm

Capvisor Associates, LLC CRD 289154

$633M regulatory AUM

Reported services (Item 5G)

  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars
  • THIRD PARTY MARKETER STRATEGIC ASSET ALLOCATION; BENCHMARK SELECTION; INVESTMENT PLAN DESIGN

From the firm’s Form ADV. Read the guides:

Current Employers
Capvisor Associates, Llc

Dawsonville, GA • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2017-12-04
  • GA RA
    APPROVED
    Since 2017-12-04

Branch Locations

Dawsonville, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Principal Life Insurance Company New York NY 10/2006 Present
Princor Financial Services Corporation New York NY 12/2006 Present
Capvisor Associates, Llc Gainesville GA 09/2008 Present
  • 10/2006 → Present
    Principal Life Insurance Company
    New York, NY
  • 12/2006 → Present
    Princor Financial Services Corporation
    New York, NY
  • 09/2008 → Present
    Capvisor Associates, Llc
    Gainesville, GA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-10-29
  • S66 Uniform Combined State Law Examination
    1999-10-29
Other Names
  • Carl Eric Terzer

View on SEC IAPD

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