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Louis Tranquilli

TRANQUILLI FINANCIAL ADVISOR, LLC·CLINTON, New Jersey
Clean recordTRANQUILLI FINANCIAL ADVISOR, LLC
35 LEIGH STREET, CLINTON, NJ 08809CRD# 2179748Firm CRD# 298056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Louis Tranquilli · CLINTON, NJ
Registration
CRD #2179748 · TRANQUILLI FINANCIAL ADVISOR, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Louis Tranquilli is a registered financial advisor based in CLINTON, New Jersey, affiliated with TRANQUILLI FINANCIAL ADVISOR, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
TRANQUILLI FINANCIAL ADVISOR, LLC
TRANQUILLI FINANCIAL ADVISOR, LLC
AUM
$163M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TRANQUILLI FINANCIAL ADVISOR, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2179748
Firm CRD# 298056
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Louis Tranquilli offer?
Louis Tranquilli specializes in Financial Planning, Investment Management. Contact their office in CLINTON, New Jersey for a consultation.
What are Louis Tranquilli's credentials?
Louis Tranquilli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Louis Tranquilli located?
Louis Tranquilli is based in CLINTON, New Jersey, working with TRANQUILLI FINANCIAL ADVISOR, LLC. Their office serves clients in the CLINTON metropolitan area and surrounding communities.
How does Louis Tranquilli charge for services?
Louis Tranquilli'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 TRANQUILLI FINANCIAL ADVISOR, LLC?
TRANQUILLI FINANCIAL ADVISOR, LLC has approximately 1 employees and manages $163M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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