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PQ
CFP
PQ
CFP

Philip Quigley

Truvestments Capital LLC
36 Years of Experience
Fort Myers, FL
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Philip Quigley is a CFP-designated registered investment advisor at Truvestments Capital LLC, based in Fort Myers, FL, with 36 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M in assets under management.

Truvestments Capital LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,317 clients
Average Client Portfolio
$502K average
Assets Under Management
$660.8M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.35%

Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1930 Park Meadows Dr, Suite 2, Fort Myers, FL, 33907

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2007
Customer Dispute
December 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Philip is an independent insurance agent selling fixed insurance products since 2008, dedicating about 10-20% of his time to this activity. He also owns rental real estate property since 2015, spending a few hours per week on it.

Employment History
Current Registrations
Truvestments Capital LLC
November 2022 - Present · 3 yrs 11 mos
Previous Registrations
Brokers International Financial Services, LLC.Broker
April 2008 - November 2022 · 14 yrs 7 mos
Brokers Financial
January 2008 - November 2022 · 14 yrs 10 mos
National Asset Management, INC.
November 2006 - December 2007 · 1 yr 1 mo
National Securities CorporationBroker
October 2006 - December 2007 · 1 yr 2 mos
First Montauk Securities CORP.Broker
December 2001 - October 2006 · 4 yrs 10 mos
The Concord Equity Group, LLCBroker
July 1999 - December 2001 · 2 yrs 5 mos
M.S. Farrell & Company, INC.Broker
February 1997 - July 1999 · 2 yrs 5 mos
Rickel & Associates, INC.Broker
August 1995 - February 1997 · 1 yr 6 mos
Prudential Securities IncorporatedBroker
February 1993 - August 1995 · 2 yrs 6 mos
L.C. Wegard & CO., INC.Broker
May 1992 - January 1993 · 8 mos
Hibbard Brown & CO., INC.Broker
January 1990 - May 1992 · 2 yrs 4 mos
State Registrations2 states
FLTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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