TrueAdvisor
TrueAdvisor
LA
LA

Luigi Anthony Altieri

Trust Advisory Group LTD
25 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching
Trust Advisory Group LTD
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$442K average
Assets Under Management
$494.4M

Fee Structure

Minimum Annual Fee:$200

Location

West Newton, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stonex Securities INC.Broker
November 2024 - Present · 1 yr 3 mos
Trust Advisory Group LTD
January 2003 - Present · 23 yrs 1 mo
Previous Registrations
Ages Financial Services, LTD.Broker
January 2000 - September 2024 · 24 yrs 8 mos
State Registrations4 states
AZCAMANY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.