AdvisorOS Directory
Claim Profile
FT

Frank Thomas Troise

SOHO FINANCIAL SERVICES LLC·HENDERSON, Nevada
Unclaimed Profile
2500 ANTHEM VILLAGE DRIVE, HENDERSON, NV 89052CRD# 2417914Firm CRD# 142510
01

About

Frank Thomas Troise is a registered financial advisor based in HENDERSON, Nevada, affiliated with SOHO FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
SOHO FINANCIAL SERVICES LLC
SOHO FINANCIAL SERVICES LLC
AUM
$100M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SOHO FINANCIAL SERVICES LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2417914
Firm CRD# 142510
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HENDERSON?

Browse all registered financial advisors in HENDERSON, Nevada or claim this profile if it's yours.

Browse HENDERSON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Frank Thomas Troise offer?
Frank Thomas Troise specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in HENDERSON, Nevada for a consultation.
What are Frank Thomas Troise's credentials?
Frank Thomas Troise is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Frank Thomas Troise located?
Frank Thomas Troise is based in HENDERSON, Nevada, working with SOHO FINANCIAL SERVICES LLC. Their office serves clients in the HENDERSON metropolitan area and surrounding communities.
How does Frank Thomas Troise charge for services?
Frank Thomas Troise's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOHO FINANCIAL SERVICES LLC?
SOHO FINANCIAL SERVICES LLC has approximately 4 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in HENDERSON
Ronald Kay Leavitt — CAPSTONE CAPITAL LLCJeffrey Lynn Burr — CAPSTONE CAPITAL GROUP, INC.Kimberly Elizabeth Thomas — CAPSTONE CAPITAL GROUP, INC.William Louis Smith — CYBERCOMPASS LLCMarion Miki Braswell — SOHO FINANCIAL SERVICES LLC
Nearby cities in Nevada
LAS VEGAS (195)RENO (129)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideRENO GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile