![Leo Tropeano, financial advisor Whitehouse Station NJ](/img/ws/profile-blank-sq.png)
Leo Tropeano (CRD# 4096062) is an Investment Advisor Representative working at Tilson Financial Group Inc. in Whitehouse Station, NJ and has over 23 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
![Mostafa Aamer, financial advisor Whitehouse Station NJ](/img/ws/profile-blank-sq.png)
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
![Christian Abboud, financial advisor Whitehouse Station NJ](/img/ws/profile-blank-sq.png)
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
American Portfolios Financial Services, Inc. | Holbrook, NY | Jun 2012 - Current | 11 |
Tilson Financial Group, Inc. | Watchung, NJ | Nov 1999 - Current | 24 |
Tropeano & Mcgrady Pc | Whitehouse Station, NJ | Feb 1988 - Current | 36 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2001 |
S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- NJ
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Total Assets Under Management580MILLIONS
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Total Number of Accounts1,664ACCOUNTS
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Average Account Value$348,501
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, MA, NH, NJ, NY, PA, SC, TX, VA
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