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Troy W. Tonn

CIRRUS CAPITAL MANAGEMENT
Tampa, FL
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CRD#: 4754070
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Professional summary


Troy William Tonn, who also goes by Troy Tonn, is a registered financial advisor currently at CIRRUS CAPITAL MANAGEMENT, LLC located in Tampa, Florida.

Troy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Troy has worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Troy Tonn

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 Troy William Tonn'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

June 25, 2009 - Present

CIRRUS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 128698
Tampa, FL
Past

June 25, 2009 - December 31, 2010

CIRRUS CAPITAL MANAGEMENT, LLC

RIA
CRD#: 128698
TAMPA, FL
Past

January 13, 2006 - January 9, 2009

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
TAMPA, FL
Past

March 12, 2004 - January 9, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
TAMPA, 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
(6/25/2009)
IAR
Texas
(7/16/2025)
IAR
Virginia
(1/1/2011)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/2/2004
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


CC
CIRRUS CAPITAL MANAGEMENT, LLC
CIRRUS CAPITAL MANAGEMENT, LLC

CRD#: 128698 / SEC#:

Florida
Registered Investment Advisory firm - (6/25/2009 Approved)
North Carolina
Registered Investment Advisory firm - (12/31/2004 Failure to Renew)
Texas
Registered Investment Advisory firm - (7/16/2025 Conditional Restricted)
Virginia
Registered Investment Advisory firm - (4/30/2005 Approved)
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Contact information


Main Address
Tampa, FL
Mailing Address
Phone number
(813) 343-0143
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts67
AUM (Assets Under Management)$ 22,072,130

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


CIRRUS CAPITAL MANAGEMENT, LLC

CRD#: 128698Tampa, FL

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