Michael Trombley
Professional summary
Michael Trombley is a registered financial advisor currently at TROMBLEY WEALTH MANAGEMENT located in Wilbraham, Massachusetts and LPL FINANCIAL LLC located in Wilbraham, Massachusetts.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Trombley's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 10, 2021 - Present
TROMBLEY WEALTH MANAGEMENT
Office #1: 2022 Boston Road, Wilbraham, MA 01095August 8, 2016 - Present
LPL FINANCIAL LLC
Office #1: 2022 Boston Rd., Wilbraham, MA 01095September 13, 2011 - August 8, 2016
FIRST ALLIED SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/9/2021)
(8/8/2016)
(7/1/2021)
(8/8/2016)
(8/11/2021)
(2/3/2021)
(8/8/2016)
(8/8/2016)
(6/10/2021)
(8/8/2016)
(12/3/2024)
(8/8/2016)
(4/23/2025)
(8/8/2016)
(8/8/2016)
(8/8/2016)
(8/8/2016)
(8/8/2016)
(1/13/2022)
(8/8/2016)
Exams
FINRA
Current Firm
TROMBLEY WEALTH MANAGEMENT
CRD#: 312536 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 413 |
| AUM (Assets Under Management) | $ 70,064,000 |
Red Flags
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Company Information
TROMBLEY WEALTH MANAGEMENT
CRD#: 312536Wilbraham, MA 01095TRUST BUT VERIFY
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