Michael TringaliCRD Number: 4458965
Current Firm: Modera Wealth Management, LLC
Michael Tringali (CRD# 4458965) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Hernando, FL and has over 15 years of experience in the finance industry. Michael Tringali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Royal Fund Management, LLC
Cetera Advisors LLC
Modera Wealth Management, LLC
|Modera Wealth Management, LLC||Hernando, FL||Jul 2014 - Current||2|
|Crystal River Realty, Inc.||Beverly Hills, FL||Jan 1989 - Current||27|
|Modera Advisors Of Crystal River, LLC||Hernando, FL||Jul 2014 - Feb 2015||< 1|
|Joseph & Company Cpas, Inc.||Hernando, FL||Nov 2000 - Feb 2015||14|
|Joseph Capital Management, LLC||Hernando, FL||Aug 2001 - Jun 2014||12|
|The Tringali Company, Inc.||Beverly Hills, FL||Jan 1990 - Sep 2011||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2001|
Total Assets Under Management1,640MILLIONS
Total Number of Accounts4,156ACCOUNTS
Average Account Value$394,647
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DC, FL, GA, LA, MA, MD, ME, NC, NH, NJ, NY, PA, SC, TX, VA
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