Heston Major Terzo
Investment adviser representative at Cx Institutional, LLC
11 yearsExperience
1 stateRegistered in
$4.5BFirm 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 assetsFixed 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
11 years in the industry.
- Cx Institutional, LLCJun 2025 to now
- Lincoln Speakeasy TaproomFeb 2022 to Aug 2022
- East LawnFeb 2021 to May 2025
- Csu - SacramentoAug 2020 to May 2025
- Terzo Power SystemsAug 2018 to Oct 2020
- Los Rios CcdAug 2017 to May 2020
- Dolphin Swim SchoolMay 2017 to Sep 2017
- Coastline Community CollegeJan 2017 to May 2019
- South Sutter Charter SchoolJun 2015 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Cx Institutional, LLC
$4.5BAssets managed
4,560Clients
80Advisers
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
- 8119007
- Firm CRD
- 292627