Richard
Critelli

Jaffe Tilchin Investment Partners, LLC

CRD#5567453
Investment Advisor
in Woodstock, GA

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About this Advisor

Richard Critelli is a financial advisor based in Woodstock, Georgia, working with Jaffe Tilchin Investment Partners, LLC. Richard has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Fifth Third Bank, and Fifth Third Securities. Richard has passed the Series 66 regulatory exam and is registered to provide services in Georgia. Currently, Richard is part of Jaffe Tilchin Investment Partners, LLC, which operates out of Woodstock, Georgia. The firm has 30 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jaffe Tilchin Investment Partners, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Woodstock, GA

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Jaffe Tilchin Investment Partners, LLC Brokerage Details

Total Assets Under Management

$1,466,774,635

GA Average: $1,855,561,029
Total Number of Employees

30

GA Average: 62
Total Number of Accounts

1,443

GA Average: 2,474
Average Account Size

$1,016,476

GA Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Richard Critelli Work History

2019 - Present (6 years)

Fifth Third Bank

2019 - Present (6 years)

Fifth Third Securities

2015 - 2019 (4 years)

Morgan Stanley Private Bank, National Association

2012 - 2019 (7 years)

Morgan Stanley Smith Barney

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Disclosures

Please visit the SEC profile of Richard Critelli 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 Jaffe Tilchin Investment Partners, LLC

Giancarlo Troncoso
Tampa, FL
Kyle Wright
Tampa, FL
Allison Roper
Tampa, FL
Richard Critelli
Woodstock, GA
Seema Jain
Tampa, FL
Peter Emmanuel
Tampa, FL
Darren Turner
Wesley Chapel, FL
David Pearlman
Tampa, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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