Advisor at Tranquilli Financial Advisor, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tranquilli Financial Advisor, LLC
Location
Clinton, NJ 08809
Credentials
Series 63, Series 65
Industry experience
34 years
Based on Tranquilli Financial Advisor, LLC
Based on Tranquilli Financial Advisor, LLC
$1,500 to $10,000 fixed fee for financial planning and consulting services
$0 - $1,250,000: 1.00% $1,250,001 - $3,000,000: 0.95% Greater than $3,000,000+: 0.90%
$550 per hour
35 Leigh Street
Clinton, NJ 08809
New Jersey · Texas
Tranquilli Financial Advisor, LLC
2018 - Present (8 years)
Ic Advisory Services, Inc.
2007 - 2018 (11 years)
The Investment Center, Inc.
2007 - 2018 (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Long Valley, NJ
Tango Capital Management, LLC.(Tcm)
Series 63, Series 65
Annandale, NJ
Macmillan Financial LLC
CFA®
Far Hills, NJ
Manley Capital Management, LLC
Series 63, Series 65
Long Valley, NJ
ABC Wealth Inc
CFP®, Series 63
Bloomsbury, NJ
RLS Financial Services
Series 65
Long Valley, NJ
Tango Capital Management, LLC.(Tcm)
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