Michael
Mandracchia

Trg Investment Advisors, LLC

CRD#862751
Investment Advisor
in Brattleboro, VT

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About this Advisor

Michael Mandracchia is a financial advisor based in Brattleboro, Vermont, working with Trg Investment Advisors, LLC. Michael has previously held positions at The Richards Group, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Trg Investment Advisors, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Vermont. Currently, Michael is part of Trg Investment Advisors, LLC, which operates out of Brattleboro, Vermont. The firm has 1 office and 6 employees. The firm manages assets totaling $913.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Trg Investment Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

48 Harris Place
Brattleboro, VT 05301

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Trg Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$912,966,295

VT Average: $4,257,716,217
Total Number of Employees

6

VT Average: 30
Total Number of Accounts

519

VT Average: 868
Average Account Size

$1,759,087

VT Average: $4,905,203

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Michael Mandracchia Work History

2021 - Present (3 years)

Trg Investment Advisors, LLC

2005 - Present (19 years)

The Richards Group

2006 - 2021 (15 years)

Cambridge Investment Research, Inc

2006 - 2021 (15 years)

Cambridge Investment Research Advisors, Inc

Disclosures

Please visit the SEC profile of Michael Mandracchia 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 Trg Investment Advisors, LLC

Dennis Gambino
West Lebanon, NH
Steven Burnett
Brattleboro, VT
Allisyn Lambert
Brattleboro, VT
Michael Mandracchia
Brattleboro, VT
Tracey John
Brattleboro, VT
Benjamin Taggard
Brattleboro, VT

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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