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Michael Joseph Tringali

JOSEPH CAPITAL MANAGEMENT, LLC·HERNANDO, Florida
Series 65Clean record24 years registeredJOSEPH CAPITAL MANAGEMENT, LLC
2450 N. CITRUS HILLS BLVD., HERNANDO, FL 34442-5348CRD# 4458965Firm CRD# 116156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Tringali · HERNANDO, FL
Registration
CRD #4458965 · JOSEPH CAPITAL MANAGEMENT, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

FEE-ONLY FINANCIAL ADVISORS, LLC
Jan 2017 – present
MODERA WEALTH MANAGEMENT, LLC
Jul 2014 – Jul 2016
HERNANDO, FL
JOSEPH CAPITAL MANAGEMENT, LLC
Nov 2001 – Jul 2014
HERNANDO, FL
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 29, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOSEPH CAPITAL MANAGEMENT, LLC
CRD 116156 · SEC 801-68145
AUM
$146M
Regulatory assets under management
Employees
10
174 client accounts
Services offered by JOSEPH CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JOSEPH CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Joseph Tringali offer?
Michael Joseph Tringali specializes in Financial Planning, Investment Management. Contact their office in HERNANDO, Florida for a consultation.
What are Michael Joseph Tringali's credentials?
Michael Joseph Tringali is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Tringali located?
Michael Joseph Tringali is based in HERNANDO, Florida, working with JOSEPH CAPITAL MANAGEMENT, LLC. Their office serves clients in the HERNANDO metropolitan area and surrounding communities.
How does Michael Joseph Tringali charge for services?
Michael Joseph Tringali'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 JOSEPH CAPITAL MANAGEMENT, LLC?
JOSEPH CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at JOSEPH CAPITAL MANAGEMENT, LLC

Ronald Alan Rhoades
HERNANDO, FL
Sara Lynne Long
HERNANDO, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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