Michael J Nozzarella
Investment adviser representative at Tarbox Family Office, Inc.
27 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$953.7MFirm assets
Are you Michael J Nozzarella? Claim your profile
Contact this firm
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
Experience
27 years in the industry.
- Tarbox Family Office, Inc.Apr 2004 to now
- The Tarbox Group, Inc.Jan 1999 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Tarbox Family Office, Inc.
$953.7MAssets managed
230Clients
6Advisers
40 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
- 4795933
- Firm CRD
- 106079