Unclaimed Profile

Michael J Nozzarella

TARBOX FAMILY OFFICE, INC.·NEWPORT BEACH, California

Series 65Clean record22 years registeredTARBOX FAMILY OFFICE, INC.

500 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 4795933Firm CRD# 106079

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael J Nozzarella · NEWPORT BEACH, CA

Registration

CRD #4795933 · TARBOX FAMILY OFFICE, INC. · 22 years registered

Brand Profile

Not yet started

Career History

TARBOX FAMILY OFFICE, INC.

Apr 2004 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · April 29, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TARBOX FAMILY OFFICE, INC.

CRD 106079 · SEC 801-27225

AUM

$874M

Regulatory assets under management

Employees

815 client accounts

Services offered by TARBOX FAMILY OFFICE, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TARBOX FAMILY OFFICE, INC. →

Introduction

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Frequently Asked Questions

What services does Michael J Nozzarella offer?

Michael J Nozzarella specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Michael J Nozzarella's credentials?

Michael J Nozzarella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael J Nozzarella located?

Michael J Nozzarella is based in NEWPORT BEACH, California, working with TARBOX FAMILY OFFICE, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Michael J Nozzarella charge for services?

Michael J Nozzarella's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TARBOX FAMILY OFFICE, INC.?

TARBOX FAMILY OFFICE, INC. has approximately 9 employees and manages $874M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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