Tristaan Petullo, financial advisor North Chelmsford MA

Tristaan Petullo

CRD Number: 2628449
Current Firm: Cambridge Investment Research Advisors, Inc.

Tristaan Petullo (CRD# 2628449) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in North Chelmsford, MA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2014 - Current 6
Cambridge Investment Research, Inc. Fairfield, IA May 2005 - Current 14
Taxman Chelmsford N Chelmsford, MA Jan 1990 - Current 30
Cambridge Investment Research Advisors, Inc. Fairfield, IA May 2005 - Apr 2013 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1995
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Tristaan T. Petullo
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    44,327
    MILLIONS
  • Total Number of Accounts
    276,236
    ACCOUNTS
  • Average Account Value
    $160,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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