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Troy Defilippis

7 Years of Experience
Wheaton, IL
Broker

Troy Defilippis is a registered investment advisor at Cetera Investment Advisers LLC, based in Wheaton, IL, with 7 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1751 S. Naperville Road, Suite 102, Wheaton, IL, 60189

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Troy is a tax preparer and financial advisor at Defilippis Financial Group since 2019, dedicating full-time hours. He also owns Porsche for Less.com, an e-commerce retailer for discount auto parts, spending a few hours per week. Additionally, Troy is a co-owner of TS LP, a real estate limited partnership, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2019 - Present · 6 yrs 11 mos
Cetera Financial Specialists LLCBroker
March 2019 - Present · 7 yrs 2 mos
Cetera Financial Specialists LLC
March 2019 - Present · 7 yrs 2 mos
State Registrations21 states
AZCACOCTFLGAIAILINMIMNMONCNVPASCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.