Philip T. Quigley

TRUVESTMENTS CAPITAL LLC

Sarasota, FL 34240

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CRD#: 2015768

Professional summary

Philip Thomas Quigley, CFP®, who also goes by Philip T Quigley, is a registered financial advisor currently at TRUVESTMENTS CAPITAL LLC located in Sarasota, Florida.

Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Philip has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philip T Quigley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.Independent Insurance Agent, Investment Related, 1930 Park Meadows Dr. Suite 2, Fort Myers, FL, USA, 33907, Start: 01/2008, 16 hours/month, Sale of Fixed Insurance Products 2.Real Estate Property; Investment Related, 1930 Park Meadows Dr. Fort Myers F 33907; Owner, Start 01/2015 10 hours/month, Rental Income

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Thomas Quigley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

November 29, 2022 - Present

TRUVESTMENTS CAPITAL LLC

Office #1: 5391 Lakewood Ranch Blvd N Suite #303, Sarasota, FL 34240Office #2: 1930 Park Meadows Dr Suite 2, Fort Myers, FL 33907

RIA

CRD#: 291297

Sarasota, FL

Past

April 24, 2008 - November 7, 2022

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(11/29/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/3/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/20/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/31/1992

General Securities Principal Examination

Current Firm

TRUVESTMENTS CAPITAL LLC

ELITE WEALTH ADVISORS | TRUVESTMENTS CAPITAL LLC | LILY WEALTH MANAGEMENT

CRD#: 291297 / SEC#: 801-112243

RIA

Registered Investment Advisory firm - (1/5/2018 Approved)

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Contact information

Main Address

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

Mailing Address

Phone number

(941) 753-3814

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TRUVESTMENTS CAPITAL LLC ADV BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts	2,712
AUM (Assets Under Management)	$ 601,243,175

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Philip T. Quigley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philip Thomas Quigley's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

B. RILEY WEALTH ADVISORS, INC.

NATIONAL SECURITIES CORPORATION

FIRST MONTAUK SECURITIES CORP.

THE CONCORD EQUITY GROUP, LLC

M.S. FARRELL & COMPANY, INC.

RICKEL & ASSOCIATES, INC.

PRUDENTIAL EQUITY GROUP, LLC

L.C. WEGARD & CO., INC.

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

TRUVESTMENTS CAPITAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/3/1994

Series 63

Date: 2/21/1990

SIE

Date: 10/1/2018

Series 7

Date: 1/20/1990

Series 24

Date: 8/31/1992

Current Firm

TRUVESTMENTS CAPITAL LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRUVESTMENTS CAPITAL LLC

TRUST BUT VERIFY

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