Luigi Anthony Altieri
Investment adviser representative at Trust Advisory Group Ltd
27 yearsExperience
1 stateRegistered in
$313.5MFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Stonex Securities IncOct 2024 to now
- Trust Advisory Group, Ltd.Jan 2003 to now
- Louis Altieri, Cpa, LLCJan 2000 to now
- Ages Financial Services, Ltd.Oct 1999 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (MA).
Trust Advisory Group Ltd
$313.5MAssets managed
564Clients
14Advisers
32 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
- 4046055
- Firm CRD
- 106926