Louis Tranquilli (CRD# 2179748) is an Investment Advisor Representative working at Tranquilli Financial Advisor, LLC in Clinton, NJ and has over 27 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tranquilli Financial Advisor, LLC | Clinton, NJ | Oct 2018 - Current | 5 |
| The Investment Center, Inc. | Clinton, NJ | Jul 2007 - Oct 2018 | 11 |
| Ic Advisory Services, Inc. | Clinton, NJ | Jul 2007 - Oct 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1998 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- NJ
- TX
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts503ACCOUNTS
-
Average Account Value$324,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NC, NH, NJ, NY, PA, SC, TX
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