Michael J. Tringali

FEE-ONLY FINANCIAL ADVISORS

Beverly Hills, FL

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CRD#: 4458965

Professional summary

Michael Joseph Tringali, CFP® is a registered financial advisor currently at FEE-ONLY FINANCIAL ADVISORS, LLC located in Beverly Hills, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Michael has worked at 3 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Tringali'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®

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

January 31, 2017 - Present

FEE-ONLY FINANCIAL ADVISORS, LLC

RIA

CRD#: 285747

Beverly Hills, FL

Past

July 9, 2014 - July 6, 2016

MODERA WEALTH MANAGEMENT, LLC

RIA

CRD#: 155649

HERNANDO, FL

Past

November 29, 2001 - July 23, 2014

JOSEPH CAPITAL MANAGEMENT, LLC

RIA

CRD#: 116156

HERNANDO, FL

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
(1/31/2017)

IAR

Texas
(3/29/2018)

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: 8/21/2001

Uniform Investment Adviser Law Examination

Current Firm

FEE-ONLY FINANCIAL ADVISORS, LLC

CRD#: 285747 / SEC#:

Florida

Registered Investment Advisory firm - (1/31/2017 Approved)

Louisiana

Registered Investment Advisory firm - (12/22/2020 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2018 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Beverly Hills, FL

Mailing Address

Phone number

(352) 527-3465

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	73
AUM (Assets Under Management)	$ 21,933,232

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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Michael J. Tringali

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Tringali's CRS (Customer Relationship Summary).

Certified licenses

Experience

FEE-ONLY FINANCIAL ADVISORS, LLC

MODERA WEALTH MANAGEMENT, LLC

JOSEPH CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2001

Current Firm

FEE-ONLY FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FEE-ONLY FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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