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Justin Michael Terzo

Chief Investment OfficerLake Street Private Wealth, LLCCRD 5716648

About Justin Michael Terzo

Justin Michael Terzo is listed as Chief Investment Officer at Lake Street Private Wealth, LLC in Chicago, IL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Lake Street Private Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Justin Michael Terzo work?

Justin Michael Terzo is listed as Chief Investment Officer at Lake Street Private Wealth, LLC on SEC Form ADV.

How much of Lake Street Private Wealth, LLC does Justin Michael Terzo own?

Form ADV reports a beneficial ownership band of Over 75%.

Lake Street Private Wealth, LLC

TitleChief Investment Officer
OwnershipOver 75%
Control personYes
Since2018