Aldo
Tarantini
Family Management Corporation
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About this Advisor
Aldo Tarantini is a financial advisor based in New York, New York, who has 2 years of relevant experience. Tarantini is an employee of Family Management Corporation. During their career, Tarantini has held roles at Sanford C. Bernstein & Co., LLC, Family Management Securities and Family Management Corporation. Tarantini has a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in New York. Family Management Corporation is a financial advisory company operating out of New York, NY. The company has offices in two locations and a total of 20 employees. It administers $3 billion in assets under management among its 2,985 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 10 charities and foundations. Of its 2,985 accounts, 42% are held by high-net-worth clients who have at least $1 million in investable assets. Family Management Corporation offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Family Management Corporation likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Family Management Corporation Brokerage Details
$3,155,272,313
20
2,985
$1,057,043
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Aldo Tarantini Work History
Aldo has been registered as a financial advisor for 2 years.*
Family Management Securities
Family Management Corporation
Family Management Corporation
Family Management Securities
Family Management Securities
Family Management Corporation
Sanford C. Bernstein & Co., 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 Aldo Tarantini 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 Family Management Corporation
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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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