Philip
Quigley
Truvestments Capital LLC
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About this Advisor
Philip Quigley is a certified financial planner working in Sarasota, Florida who has 1 year of industry experience. Quigley is currently employed by Truvestments Capital LLC. Over the course of their career, they have held roles at Truvestments Capital LLC, Brokers Financial and Brokers International Financial Services, LLC. Quigley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida. Truvestments Capital LLC is an advisory firm headquartered in Sarasota, FL. The investment advisory business has offices in seven locations and a total of 10 employees. It handles $266 million in total assets between its 1,261 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,261 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in investable assets. Truvestments Capital LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules are based on the financial services offered. However, fees charged by Truvestments Capital LLC likely consist of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Truvestments Capital LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$265,925,562
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
10
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1,261
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$210,885
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Philip Quigley Work History
Philip has been registered as a financial advisor for 1 years.*
Truvestments Capital LLC
Brokers Financial
Brokers International Financial Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Philip Quigley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truvestments Capital LLC
Vero Beach, FL
Chicago, IL
Sarasota, FL
Sarasota, FL
New Port Richey, FL
Sarasota, FL
Chicago, IL
Sarasota, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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