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Tammy Anne Trenta

Tammy A. Trenta

FAMILY FINANCIAL
Manhattan Beach, CA 90266
Some features on this profile are disabled
CRD#: 2712278
Tammy Anne Trenta

Professional summary

Tammy Anne Trenta, CFP®, who also goes by Tammy A Trenta, Tammy Anne Trenta, is a registered financial advisor currently at FAMILY FINANCIAL located in Manhattan Beach, California.

Tammy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Tammy has worked at 12 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tammy A Trenta | Tammy Anne Trenta

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. FF Business Management LLC; tax and accounting services; non-investment related; same address; 20% of time. 2. Institute for Financial Empowerment; author; non-investment related; same address; less than 10% of time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tammy Anne Trenta'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: 2000

Experience

Current

January 3, 2022 - Present

FAMILY FINANCIAL

Office #1: 1601 N. Sepulveda Blvd 722, Manhattan Beach, CA 90266
RIA
CRD#: 316723
Manhattan Beach, CA
Past

September 25, 2020 - January 3, 2022

RUNNING POINT CAPITAL ADVISORS LLC

RIA
CRD#: 306275
El Segundo, CA
Past

May 17, 2016 - September 16, 2020

CREATIVE PLANNING

RIA
CRD#: 105348
MANHATTAN BEACH, CA
Past

May 27, 2011 - June 2, 2016

EP WEALTH ADVISORS

RIA
CRD#: 111147
TORRANCE, CA
Past

October 26, 2010 - May 13, 2011

CORE FINANCIAL

RIA
CRD#: 155205
VENICE, CA
Past

April 15, 2009 - October 12, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
VENICE, CA
Past

April 15, 2009 - October 12, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
VENICE, CA
Past

March 11, 2009 - April 3, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

February 25, 2009 - April 3, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MINNEAPOLIS, MN
Past

April 2, 2004 - March 26, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
BEVERLY HILLS, CA
Past

April 2, 2004 - March 26, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
BEVERLY HILLS, CA
Past

February 3, 2003 - February 20, 2004

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
BEVERLY HILLS, CA
Past

December 5, 2001 - February 20, 2004

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA
Past

December 22, 1999 - December 5, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

May 23, 1997 - April 20, 1999

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

June 5, 1996 - April 11, 1997

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY
Past

April 2, 1996 - June 13, 1996

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FF
FAMILY FINANCIAL
FAMILY FINANCIAL | FF ADVISORS, LLC

CRD#: 316723 / SEC#: 801-122728

RIA
Registered Investment Advisory firm - (11/22/2021 Approved)

State Registrations and Notice Filings

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
California
(1/3/2022)
IAR
Texas
(12/9/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/24/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 4/18/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/1/1996
General Securities Representative Examination

Current Firm

FF
FAMILY FINANCIAL
FAMILY FINANCIAL | FF ADVISORS, LLC

CRD#: 316723 / SEC#: 801-122728

RIA
Registered Investment Advisory firm - (11/22/2021 Approved)
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Contact information

Main Address
1601 N. Sepulveda Blvd 722, Manhattan Beach, CA 90266
Mailing Address
Phone number
(310) 598-8481
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FF ADVISORS DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (4/22/2025)

Regulatory assets under management

Total Number of Accounts361
AUM (Assets Under Management)$ 232,828,592

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.

Company Information

FAMILY FINANCIAL

CRD#: 316723Manhattan Beach, CA 90266

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