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Philip Thomas Quigley

Truvestments Capital LLC

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About Philip Thomas Quigley

Philip Thomas Quigley is a financial advisor currently registered with Truvestments Capital LLC. Philip has been in the financial industry for over 30 years. Philip has a wide range of experience and expertise, including financial planning, portfolio management, and investment advisory services. Philip is also a Certified Financial Planner. Philip is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Philip Quigley is currently registered with Truvestments Capital LLC. Truvestments Capital LLC is an investment advisor based in Sarasota, Florida. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Truvestments Capital LLC manages over $362 million in assets for its clients.
Truvestments Capital LLC

5391 LAKEWOOD RANCH BLVD N

SARASOTA, FL 34240

$362.69M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Philip Quigley’s Registration & Firm History

FL

11/29/2022 - Present

Truvestments Capital LLC (SARASOTA FL)

FL

04/24/2008 - 11/07/2022

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Fort Myers FL)

NJ

10/02/2006 - 12/13/2007

NATIONAL SECURITIES CORPORATION (LAKEWOOD NJ)

NJ

12/17/2001 - 10/02/2006

FIRST MONTAUK SECURITIES CORP. (LAKEWOOD NJ)

NJ

07/08/1999 - 12/21/2001

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

NY

02/03/1997 - 07/07/1999

M.S. FARRELL & COMPANY, INC. (SYOSSET NY)

NY

08/28/1995 - 02/13/1997

RICKEL & ASSOCIATES, INC. (NEW YORK NY)

NY

02/08/1993 - 08/23/1995

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NY

05/08/1992 - 01/22/1993

L.C. WEGARD & CO., INC. (NEW YORK NY)

NY

01/24/1990 - 05/12/1992

HIBBARD BROWN & CO., INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/03/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/31/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/20/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Philip Thomas Quigley. Review regulatory record here.
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