Anthony R. Trupiano

SAFE MONEY SOLUTIONS

Palm Coast, FL

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CRD#: 4440004

Professional summary

Anthony Rocco Trupiano is a registered financial advisor currently at SAFE MONEY SOLUTIONS, LLC located in Palm Coast, Florida.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Anthony has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NAME: TRUPIANO & ASSOCIATES INV REL: y ADD:3216 Chardonnay Court, Longwood, FL, 32779. NATURE: LIFE, HEALTH, GROUP INSURANCE SALES POSITION: SALES AND OWNERSHIP START DATE: 01/01/2006 NO. HR/MO: 120 NO. HR/MO DURING SEC TRADING: 40

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Rocco Trupiano's 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®

None

Experience

Current

August 29, 2016 - Present

SAFE MONEY SOLUTIONS, LLC

RIA

CRD#: 283832

Palm Coast, FL

Past

June 15, 2016 - June 28, 2016

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Lake Mary, FL

Past

April 28, 2016 - May 11, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

Lake Mary, FL

Past

March 19, 2010 - December 31, 2011

MML INVESTORS SERVICES, LLC

CRD#: 10409

JACKSONVILLE, FL

Past

March 26, 2007 - July 8, 2008

MML INVESTORS SERVICES, LLC

CRD#: 10409

JACKSONVILLE, FL

Past

December 21, 2002 - January 29, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

JACKSONVILLE, FL

Past

August 6, 2002 - November 27, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

August 6, 2002 - November 27, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

September 13, 2001 - June 17, 2002

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

September 13, 2001 - June 17, 2002

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

Florida
(8/29/2016)

IAR

New Jersey
(5/15/2017)

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: 4/22/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/14/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/12/2001

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SAFE MONEY SOLUTIONS, LLC

CRD#: 283832 / SEC#:

Florida

Registered Investment Advisory firm - (8/29/2016 Approved)

New Jersey

Registered Investment Advisory firm - (5/15/2017 Approved)

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Contact information

Main Address

Palm Coast, FL

Mailing Address

Phone number

(407) 322-2555

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	13
AUM (Assets Under Management)	$ 53,680,000

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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Firm Stability Insights

Anthony R. Trupiano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony Rocco Trupiano's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/2016

Series 63

Date: 11/14/2001

Series 6

Date: 9/12/2001

Current Firm

SAFE MONEY SOLUTIONS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAFE MONEY SOLUTIONS, LLC

TRUST BUT VERIFY

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