TrueAdvisor
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PQ
CFP
PQ
CFP

Philip Thomas Quigley

Truvestments Capital LLC
35 Years of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Truvestments Capital LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,473 clients
Average Client Portfolio
$408K average
Assets Under Management
$601.2M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.35%

The annual fee is negotiable based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2007
Customer Dispute
December 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Philip is an independent insurance agent selling fixed insurance products since 2008, dedicating about 10-20% of his time to this activity. He also owns rental real estate property since 2015, spending a few hours per week on it.

Employment History
Current Registrations
Truvestments Capital LLC
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
April 2008 - November 2022 · 14 yrs 7 mos
Brokers Financial
January 2008 - November 2022 · 14 yrs 10 mos
National Asset Management, INC.
November 2006 - December 2007 · 1 yr 1 mo
National Securities CorporationBroker
October 2006 - December 2007 · 1 yr 2 mos
First Montauk Securities CORP.Broker
December 2001 - October 2006 · 4 yrs 10 mos
The Concord Equity Group, LLCBroker
July 1999 - December 2001 · 2 yrs 5 mos
M.S. Farrell & Company, INC.Broker
February 1997 - July 1999 · 2 yrs 5 mos
Rickel & Associates, INC.Broker
August 1995 - February 1997 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
February 1993 - August 1995 · 2 yrs 6 mos
L.C. Wegard & CO., INC.Broker
May 1992 - January 1993 · 8 mos
Hibbard Brown & CO., INC.Broker
January 1990 - May 1992 · 2 yrs 4 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.