Motiv8 Investments LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 285560
- SEC number
- 801-108653
- Firm type
- RIA
- Assets under management
- $219.1M as of Mar 13, 2026
- Website
- www.facebook.com/excelsiorfinancialgroupllc ↗
- Phone
- 772-247-4488
- Address
- 542 Nw University Blvd, Port St Lucie, FL, 34986
Advisors at this firm
11 in our index · page 1 of 1
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Jane Elizabeth BouretteCRD 5565692 · Chatham, MAIA Registered
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Stephen Glynn DyerCRD 5978181 · Augusta, GAIA Registered
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Catherine Jeanne HietalaCRD 6475776 · Mound, MNIA RegisteredRegistration inactive
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Christina Worth KemprecosCRD 4515591 · Port St Lucie, FLIA Registered
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Andrey N KolpakovCRD 6576962 · Port St Lucie, FLIA RegisteredRegistration inactive
-
Sean Allen MasonCRD 6397859 · Fresno, CAIA Registered
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Patrick Daniel MunnerlynCRD 6127419 · Oklahoma City, OKIA Registered
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Matthew James NealCRD 6308895 · St Louis Park, MNIA Registered
-
Katherine Mary StienessenCRD 4039071 · St Louis Park, MNIA RegisteredRegistration inactive
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Owen P TennysonCRD 7159318 · Boise, IDIA Registered
-
Michael Gerald TerrioCRD 5453353 · Port St Lucie, FLIA Registered
1–11 of 11
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 285560 ↗
FINRA BrokerCheck record for firm CRD 285560 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.