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.
(1.) NAME OF OBA: TRINGALI FAMILY INVESTMENT PROPERTIES, LLC; ADDRESS OF OBA: BEVERLY HILLS, FL. 34465; NATURE: REAL ESTATE AND INVESTMENT HOLDINGS; INVESTMENT RELATED: YES; RELATIONSHIP WITH OBA: MEMBER/MANAGER AND 51% OWNER; DUTIES: HOLDS REAL ESTATE AND OTHER INVESTMENTS FOR MEMBERS OF IMMEDIATE FAMILY; START DATE: 12/8/2008; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0. (2.) NAME OF OBA: YMCA OF THE SUNCOAST'S CITRUS COUNTY YMCA BRANCH; ADDRESS OF OBA: LECANTO, FL. 34461; NATURE: ADVISORY BOARD; INVESTMENT RELATED: NO; TITLE WITH OBA: FINANCE DIRECTOR AND AN EXECUTIVE COMMITTEE MEMBER; DUTIES: BOARD MEMBER/COMMITTEE MEMBER DUTIES START DATE 10/9/2008; APPROX. NUMBER OF HOURS/MONTH: 4; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: SOME; (3.) NAME OF OBA: CITRUS COUNTY COMMUNITY CHARITABLE FOUNDATION, INC.; ADDRESS OF OBA: INVERNESS, FL 34451; NATURE: A NON-PROFIT 501(C)(3) ENTITY WHOSE PURPOSE IS TO AWARD GRANTS TO GROUPS AND ORGANIZATIONS THAT ESTABLISH PROGRAMS, RESEARCH, OR INITIATIVES THAT PROMOTE THE HEALTH OR SATISFY THE MEDICAL NEEDS OF THE RESIDENTS OF CITRUS COUNTY; INVESTMENT RELATED: YES; TITLE WITH OBA: MEMBER OF INVESTMENT COMMITTEE; DUTIES: HELP THE BOARD SERVE THE ORGANIZATION'S PURPOSE VIA PRUDENT FISCAL STEWARDSHIP IN ORDER TO FUND THE MEDICALLY RELATED NEEDS OF THE CITIZENS AND RESIDENTS OF CITRUS COUNTY, FL; START DATE: 09/22/2022; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (4.) NAME OF OBA: PRIVATE TRUST FOR CLIENT; ADDRESS OF OBA: BEVERLY HILLS, FL 34465; NATURE: TRUSTEE, PRIVATE TRUST PROVIDES EDUCATIONAL SCHOLARSHIPS; INVESTMENT RELATED: NO; TITLE WITH OBA: TRUSTEE; DUTIES: EVALUATE, APPROVE AND FUND SCHOLARSHIPS; START DATE: 12/31/2004; APPROX. NUMBER OF HOURS/MONTH: 5-10; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 2.5 - 5; (5.) NAME OF OBA: RE-ELECTION CAMPAIGN FOR HOLLY DAVIS FOR CITRUS COUNTY COMMISSION; ADDRESS OF OBA: HERNANDO, FL 34441; NATURE: POLITICAL CAMPAIGN; INVESTMENT RELATED: NO; TITLE WITH OBA: ASSISTANT TREASURER; DUTIES: BACK-UP FOR TREASURER; START DATE: 08/2024; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0
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®
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)
Current Firm
FF
FEE-ONLY FINANCIAL ADVISORS, LLC
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)Upgrade to AdvisorCheck Premium
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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
1
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 21,933,232 |
Red Flags
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