Unclaimed Profile

James Robert Tonelli

CTR FINANCIAL GROUP LLC·SUMMIT, New Jersey

Series 6, Series 66Clean record13 years registeredCTR FINANCIAL GROUP LLC

25 DEFOREST AVE, SUMMIT, NJ 07901CRD# 3254635Firm CRD# 128764

Profile Verification

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

Identity

James Robert Tonelli · SUMMIT, NJ

Registration

CRD #3254635 · CTR FINANCIAL GROUP LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CTR FINANCIAL GROUP LLC

CTR FINANCIAL GROUP LLC

Jan 2013 – Aug 2020

SUMMIT, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 66

Registration record

First registered · January 14, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CTR FINANCIAL GROUP LLC

CRD 128764 · SEC 801-63144

AUM

$76M

Regulatory assets under management

Employees

66 client accounts

Services offered by CTR FINANCIAL GROUP LLC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CTR FINANCIAL GROUP LLC →

Introduction

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Frequently Asked Questions

What services does James Robert Tonelli offer?

James Robert Tonelli specializes in Investment Management, Fee-Only Advisory.

What are James Robert Tonelli's credentials?

James Robert Tonelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Robert Tonelli located?

James Robert Tonelli is based in SUMMIT, New Jersey, last registered with CTR FINANCIAL GROUP LLC.

How does James Robert Tonelli charge for services?

James Robert Tonelli'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 CTR FINANCIAL GROUP LLC?

CTR FINANCIAL GROUP LLC has approximately 4 employees and manages $76M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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