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CFP
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CFP

Anthony Truino

Private Client Services, LLC
26 Years of Experience
Darien, CT
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Truino is a CFP-designated registered investment advisor at Private Client Services, LLC, based in Darien, CT, with 26 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

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

Location

320 Boston Rd,, 1st Floor Suite 115, Darien, CT, 06820

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History

Regulatory History (1)
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.
Customer Dispute
March 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Anthony is affiliated with Stratos Wealth Partners, Ltd. and Twenty Four Wealth Management, providing investment advisory services and operating as an IAR. These activities take up nearly all of Anthony's time.

Employment History
Current Registrations
Twenty Four Wealth
August 2026 - Present · 2 mos
Private Client Services, LLCBroker
August 2026 - Present · 2 mos
Previous Registrations
LPL Financial LLC
April 2025 - July 2026 · 1 yr 3 mos
LPL Financial LLCBroker
December 2019 - September 2026 · 6 yrs 9 mos
Stratos Wealth Partners, LTD
December 2019 - September 2026 · 6 yrs 9 mos
MML Investors Services, LLCBroker
March 2017 - December 2019 · 2 yrs 9 mos
MML Investors Services, LLC
March 2017 - December 2019 · 2 yrs 9 mos
Msi Financial Services, INC.
June 2002 - March 2017 · 14 yrs 9 mos
Msi Financial Services, INC.Broker
June 2002 - March 2017 · 14 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
June 2002 - July 2007 · 5 yrs 1 mo
H&r Block Financial Advisors, INC.Broker
October 1999 - June 2002 · 2 yrs 8 mos
State Registrations27 states
ARCACOCTDCDEFLGAILMAMDMEMINCNHNJNYPARISCTNTXUTVAVTWAWI
AdvisorBrokerBoth

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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