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TRANQUILLI FINANCIAL ADVISOR, LLC

CLINTON, NJ · CRD 298056 · IAPD ↗ · (908) 730-6234

$199.4MRegulatory AUM
2Advisory reps
2Employees
10Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — TRANQUILLI FINANCIAL ADVISOR, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — TRANQUILLI FINANCIAL ADVISOR, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
February 2026 — TRANQUILLI FINANCIAL ADVISOR, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — TRANQUILLI FINANCIAL ADVISOR, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
44
February 2025 — TRANQUILLI FINANCIAL ADVISOR, LLC notice-filed in LA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.