GT
Gene A. Tortorello
3I WEALTH MANAGEMENT LLC
FAIRFIELD, NJ 07004
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CRD#: 7294549
GT
Professional summary
Gene Anthony Tortorello is a registered financial advisor currently at 3I WEALTH MANAGEMENT LLC located in Fairfield, New Jersey.
Gene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Gene has worked at 1 firm .
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.
Gene Anthony Tortorello is an accountant and provides tax advisory services.
CRS (Client Relationship Summary) - RIA
Click below to view Gene Anthony Tortorello'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®
NoneExperience
Current
February 1, 2021 - Present
3I WEALTH MANAGEMENT LLC
Office #1: 124 Fairfield Road, Fairfield, NJ 07004RIA
CRD#: 310590
FAIRFIELD, NJ
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
New Jersey(2/1/2021)
Exams
Current Firm
3W
3I WEALTH MANAGEMENT LLC
3I WEALTH MANAGEMENT LLC
CRD#: 310590 / SEC#:
New Jersey
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Contact information
Main Address
124 Fairfield Road, Fairfield, NJ 07004
Mailing Address
Phone number
(973) 600-9481
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 134 |
| AUM (Assets Under Management) | $ 20,103,289 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
