Justin Michael Terzo
Investment adviser representative at Lake Street
17 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Lake StreetMay 2018 to now
- Lake Street Financial, LLCApr 2018 to now
- FsicJan 2018 to now
- United Advisors Services, LLCJan 2018 to now
- Bank of America, NADec 2009 to Dec 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2009 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (IL).
Lake Street
Legal name: Lake Street Private Wealth, LLC
$1.2BAssets managed
613Clients
6Advisers
8 yearsIn 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
- 5716648
- Firm CRD
- 296761