Travis E Terzer
Financial advisor at Capvisor Associates, LLC
Last updated 2026-10-10
Claim your profileTravis E Terzer is a financial advisor at Capvisor Associates, LLC, CRD 7286258. Licenses and exams on the registration: Series 65. IAPD registration began 2022-04-25.
Registration
- CRD number
- 7286258
- Registration status
- Active
- IAPD registration
- 2022-04-25
- Industry Experience
- 4 years
- Work Experience
- 13 years
- States registered
- GA
Licenses and exams
- Series 65
Work history
- 2020-08 to Present · Capvisor Associates, LLC · Gainesville, GA
- 2018-01 to 2020-07 · AIG · Ny, NY
- 2013-08 to 2017-12 · Clemson University · Clemson, SC
Current employment
- Capvisor Associates, LLC · Dawsonville, GA
Capvisor Associates, LLC
- Regulatory AUM
- $633,146,275
- Registered advisors
- 4
- Offices
- 4
- Average AUM per client
- $25.3M (Moderate)
- High-net-worth client ratio
- 16.0% (Moderate)
Capvisor Associates, LLC: advisors, services and reported ETF investments
About
Travis E Terzer is a financial advisor at Capvisor Associates, LLC. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 13 years of reported work history.
Capvisor Associates, LLC's firm-level Form ADV reports 4 advisors across 4 offices; approximately 6.3 clients per advisor, average assets per client of $25,325,851, and regulatory AUM of $633.1M; client categories including High net worth individuals and Insurance companies; services including Selection of Other Advisers, Publication of Periodicals or Newsletters, Educational Seminars or Workshops, and Other Advisory Service.
What this firm offers
Filed by Capvisor Associates, LLC on Form ADV.
Client services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Contact
The firm's filed contact details.
- Phone: 9736656370
- Website: capvisorassociates.com
Official record
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