Unclaimed Profile

Matthew Ryan Tranquilli

9258 WEALTH MANAGEMENT, LLC·BLUE ASH, Ohio

Series 6, Series 7, Series 7TO, Series 9, Series 10, Series 63, Series 66CFPClean record20 years registered9258 WEALTH MANAGEMENT, LLC

4420 COOPER ROAD, BLUE ASH, OH 45242CRD# 4623477Firm CRD# 290693

Profile Verification

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

Identity

Matthew Ryan Tranquilli · BLUE ASH, OH

Registration

CRD #4623477 · 9258 WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: 9258 WEALTH MANAGEMENT, LLC

RAYMOND JAMES & ASSOCIATES, INC.

Sep 2022 – Jan 2023

Blue Ash, OH

9258 WEALTH MANAGEMENT, LLC

Sep 2021 – Jun 2022

BLUE ASH, OH

9258 WEALTH MANAGEMENT, LLC

Jan 2018 – Oct 2020

BLUE ASH, OH

RAYMOND JAMES & ASSOCIATES, INC.

Nov 2015 – Dec 2017

CINCINNATI, OH

FIFTH THIRD SECURITIES, INC.

Jul 2015 – Nov 2015

CINCINNATI, OH

FIFTH THIRD SECURITIES, INC.

Nov 2005 – Feb 2007

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 7TO

Series 9

Series 10

Series 63

Series 66

Registration record

First registered · November 18, 2005

Years registered · 20

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

9258 WEALTH MANAGEMENT, LLC

CRD 290693 · SEC 801-112161

AUM

$1.0B

Regulatory assets under management

Employees

3,274 client accounts

Services offered by 9258 WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at 9258 WEALTH MANAGEMENT, LLC →

Introduction

Speak with Matthew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Matthew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BLUE ASH?

Browse all registered financial advisors in BLUE ASH, Ohio or claim this profile if it's yours.

Browse BLUE ASH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Matthew Ryan Tranquilli offer?

Matthew Ryan Tranquilli specializes in Financial Planning, Investment Management, Wealth Management.

What are Matthew Ryan Tranquilli's credentials?

Matthew Ryan Tranquilli holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew Ryan Tranquilli located?

Matthew Ryan Tranquilli is based in BLUE ASH, Ohio, last registered with 9258 WEALTH MANAGEMENT, LLC.

How does Matthew Ryan Tranquilli charge for services?

Matthew Ryan Tranquilli's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 9258 WEALTH MANAGEMENT, LLC?

9258 WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $1.0B 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 →