Peter Trulli (CRD# 4305029) is an Investment Advisor Representative working at Private Advisor Group, LLC in New Rochelle, NY and has over 8 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | New Rochelle, NY | Jul 2019 - Current | 4 |
| Private Advisor Group, LLC | Morristown, NJ | Jul 2019 - Current | 4 |
| Morgan Stanley Private Bank, N.a. | New York, NY | Feb 2016 - Jul 2019 | 3 |
| Morgan Stanley Smith Barney LLC | New York, NY | Dec 2015 - Jul 2019 | 3 |
| Self-employed | New Rochelle, NY | May 2009 - Nov 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- NY
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Total Assets Under Management31,536MILLIONS
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- 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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