AdFi
CE

Carl Eric Terzer

Investment Adviser Representative at CAPVISOR ASSOCIATES, LLC

Dawsonville, GACRD #1097365Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Georgia
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/29/1999
Series 7
General Securities Representative Examination
Passed 10/1/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/22/1983

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Capvisor Associates, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CAPVISOR ASSOCIATES, LLCCurrent
12/4/2017Dawsonville, GA
CAPVISOR ASSOCIATES, LLC
8/12/20098/25/2017Chatham, NJ
PRINCIPAL GLOBAL INVESTORS
1/7/20089/11/2008New York, NY
PRINCOR FINANCIAL SERVICES CORPORATION
1/25/20071/7/2008New York, NY

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CAPVISOR ASSOCIATES, LLC

3 other advisors in the directory

View CAPVISOR ASSOCIATES, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carl Eric Terzer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Carl Eric Terzer - Financial Advisor in Dawsonville, GA | AdvisorFinder