Michael J. Tilatti

TILATTI WEALTH MANAGEMENT LLC

Chicago, IL

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CRD#: 6989317

Professional summary

Michael Joseph Peter Tilatti, who also goes by Michael Tilatti, is a registered financial advisor currently at TILATTI WEALTH MANAGEMENT LLC located in Chicago, Illinois.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 57 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Tilatti

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. INSURANCE AGENT - 9/2022 - PRESENT. INVESTMENT RELATED. OFFER INSURANCE PRODUCTS AND SERVICES TO CLIENTS AND PROSPECTS. 2. 100% OWNER, 1469 E 69TH ST APT 3, 1469 E 69TH ST APT 3, CHICAGO, , ILLINOIS, 60637, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 12/1/2014, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, OWN AND RENT OUT A CONDO UNIT. 3. GOETHE ELEMENTARY SCHOOL, NON-INVESTMENT RELATED, 2236 N. ROCKWELL ST. CHICAGO, IL 60647, ELEMENTARY SCHOOL, RECESS & LUNCH MONITOR, START DATE: 10/20/2025 - PRESENT, 40 HR/MONTH DEVOTED TO ACTIVITY, 10 HOUR/WEEK DEVOTED TO ACTIVITY DURING SECURITIES TRADING HOURS. DUTIES INCLUDE: MONITOR RECESS AND LUNCH FOR VARIOUS GRADES AT SCHOOL.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Joseph Peter Tilatti'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

April 1, 2024 - Present

TILATTI WEALTH MANAGEMENT LLC

RIA

CRD#: 327169

Chicago, IL

Past

November 29, 2022 - May 16, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA

CRD#: 2881

Chicago, IL

Past

November 2, 2022 - May 16, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Chicago, IL

Past

August 20, 2018 - September 2, 2022

XR SECURITIES LLC

CRD#: 145357

CHICAGO, IL

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

Illinois
(4/1/2024)

IAR

Texas
(7/25/2024)

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 66

Date: 11/26/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/2/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 57

Date: 8/20/2018

Securities Trader Exam

Current Firm

TILATTI WEALTH MANAGEMENT LLC

MICHAEL JOSEPH PETER TILATTI | TILATTI WEALTH MANAGEMENT LLC | TILATTI WEALTH MANAGEMENT

CRD#: 327169 / SEC#:

Illinois

Registered Investment Advisory firm - (4/1/2024 Approved)

Texas

Registered Investment Advisory firm - (7/19/2024 Conditional Restricted)

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Contact information

Main Address

Chicago, IL

Mailing Address

Phone number

(312) 532-0576

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	40
AUM (Assets Under Management)	$ 2,680,838

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2024	Cover Page	Report

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. Tilatti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TILATTI WEALTH MANAGEMENT LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

XR SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/26/2022

Series 7TO

Date: 11/2/2022

SIE

Date: 10/1/2018

Series 57

Date: 8/20/2018

Current Firm

TILATTI WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TILATTI WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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