Philip Thomas Quigley
Investment adviser representative at Truvestments Capital LLC
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$660.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Truvestments Capital LLCNov 2022 to now
- Brokers FinancialJan 2008 to Nov 2022
- Brokers International Financial Services, LLCJan 2008 to Nov 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Truvestments Capital LLC
$660.8MAssets managed
1,317Clients
16Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2015768
- Firm CRD
- 291297