Eric Dennis Tereo
Investment Adviser Representative at Turning Point Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Eric Dennis Tereo is an investment adviser representative with Turning Point Financial in Camp Hill, PA, where they have been registered since 2023. They have worked in the securities industry since 2023 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Maryland and Pennsylvania.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland, Pennsylvania
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCFeb 2023 – Sep 2023New York, NY
- Modern Woodmen of AmericaAug 2022 – Jan 2023Hershey, PA
- CoinExDec 2021 – Aug 2022Hong Kong
- Penn State HarrisburgMay 2018 – Dec 2021Harrisburg, PA
- Ventured Path LLCJul 2015 – Mar 2019Elizabethtown, PA
- Ventured PathJul 2015 – Mar 2019Elizabethtown, PA
- Equitable AdvisorsFeb 2023 – Sep 2023Lancaster, PA
- Turning Point FinancialSep 2023 – no end date reportedCamp Hill, PA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Turning Point Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, financial planning (including the Compass Journey™ process), tax planning, business advisory and succession planning, insurance, and certified public accounting services.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 15
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Frederick, MD
- SEC file number:
- 801-116895
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
View full firm profileOther advisors at Turning Point Financial
Showing 12 of 15 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Eric Dennis Tereo 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.
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