Troy Tannenholz (CRD# 5524074) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Meriden, CT and has over 15 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Feb 2018 - Current | 5 |
| National Planning Holdings | Denver, CO | Dec 2015 - Feb 2018 | 2 |
| Jackson National Life Distirbutors LLC | Denver, CO | Dec 2008 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2008 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- CO
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Total Assets Under Management2,815MILLIONS
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Total Number of Accounts8,831ACCOUNTS
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Average Account Value$318,724
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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