Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aldo? Claim Your ProfileAldo Tarantini is a registered investment advisor representative with Family Management Corp. in New York. Aldo has been in the securities industry since September 2012 and has experience in portfolio management for individuals, investment companies, and pooled investment vehicles. Aldo also serves as a general partner to investment funds that are exempt from registration under the Investment Advisers Act 1940. Aldo specializes in providing financial planning, portfolio management, and selection of other advisors. Aldo is licensed to provide investment advice in New York. Before joining Family Management Corp., Aldo worked at Sanford C. Bernstein & Co., LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
08/05/2021 - Present
Family Management Corp. (NEW YORK NY)
NY
09/25/2012 - 08/20/2013
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
BC
Issued 03/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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