CRD: 298056
Tranquilli Financial Advisor, LLC
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- Custodian
- Axos
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2018
- Office Locations
- 2
Office Locations
About Tranquilli Financial Advisor, LLC
Tranquilli Financial Advisor, LLC (TFA) provides retirement-focused financial planning and ongoing investment management for clients turning decades of savings into an income plan and next-chapter goals. The firm also offers a “Wrap-Up Roadmap” for legacy planning, coordinating with attorneys, CPAs, and family to organize documents and create a clear handoff. Portfolios emphasize diversified strategies with stop-loss risk controls. Notable for fast response times (within hours) and direct, transparent communication.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LOUIS TRANQUILLI
Chief Compliance Officer, Investment Advisor Representative
- CRD
- #2179748
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Jenner Keyes Preston
--
- CRD
- #7678325
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $199,358,227 | $385,606 |
| Non-Discretionary | $0 | -- |
| Total | $199,358,227 | $385,606 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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