Troy TannenholzCRD Number: 5524074
Current Firm: Osaic Institutions, Inc.
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.
Springboard Asset Management LLC
Milestone Asset Management Group, LLC
Advice And Planning Services
|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|
Total Assets Under Management2,815MILLIONS
Total Number of Accounts8,831ACCOUNTS
Average Account Value$318,724
- 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)
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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