CT
CT

Christopher Vincent Truncellito

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
30 advisors
Number of Clients
2,794 clients
Average Client Portfolio
$460K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
Loading...

Location

725 Glen Cove Avenue, Glen Head, NY, 11545

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Tsa Management INC
June 2022 - Present · 3 yrs 8 mos
Halliday Financial, LLCBroker
December 2021 - Present · 4 yrs 2 mos
State Registrations16 states
CACTDEFLGAMAMTNCNJNVNYOHPASCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Christopher Vincent Truncellito - Financial Advisor | TrueAdvisor