Tiffany Soricelli (CRD# 6473884) is an Investment Advisor Representative working at Virtuoso Asset Management LLC in Burnt Hills, NY and has over 7 years of experience in the finance industry.
CRD# 1063197
Lpl Financial LLC
CRD# 6091481
The Ayco Company, LP
CRD# 5123632
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Virtuoso Asset Management LLC | Glenville, NY | Apr 2021 - Current | 3 |
| Virtuoso Advising For Artists | Glenville, NY | Jun 2018 - Current | 5 |
| Lpl Financial LLC | Poughkeepsie, NY | Sep 2018 - Apr 2021 | 2 |
| Marshall & Sterling Wealth Adivsors, LLC | Poughkeepsie, NY | Sep 2018 - Apr 2021 | 2 |
| Northwestern Mutual Investment Services LLC | Albany, NY | Aug 2015 - Sep 2018 | 3 |
| Parks And Trails New York | Albany, NY | May 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2016 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- NY
-
Total Assets Under Management3MILLIONS
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Total Number of Accounts31ACCOUNTS
-
Average Account Value$98,144
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
NY
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