NT
CFP
NT
CFP

Nirali Trovato

7 Years of Experience
Virginia Beach, VA
Broker

Nirali Trovato is a CFP-designated registered investment advisor, based in Virginia Beach, VA, with 7 years of industry experience.

Location

2101 Parks Ave, Suite 801, Virginia Beach, VA, 23451

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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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Other Business Activities

Nirali supports Towne Wealth Management, a DBA brand name, dedicating minimal time. She is also an associate/employee at TowneBank, working as an RJFS Financial Advisor, and spends minimal time on this role as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2023 - Present · 3 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Cary Street PartnersBroker
November 2022 - January 2023 · 2 mos
Cary Street Partners
July 2020 - January 2023 · 2 yrs 6 mos
Waypoint Advisors, LLC
September 2018 - August 2020 · 1 yr 11 mos
State Registrations14 states
CACOFLGAMAMDMEMINCNYTNUTVAWA
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.
Nirali Trovato - Financial Advisor | TrueAdvisor