Marcus Todd Terdik
Investment adviser representative at Piedmont Private Wealth, LLC
16 yearsExperience
2 statesRegistered in
$105MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Piedmont Private Wealth, LLCOct 2018 to now
- Capital Investment Advisory Services, LLCFeb 2018 to Dec 2025
- Capital Investment Group, Inc.Feb 2018 to Dec 2025
- UBS Financial ServicesMar 2009 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Piedmont Private Wealth, LLC
$105MAssets managed
56Clients
1Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2653954
- Firm CRD
- 339616