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Richard A Critelli

Jaffe Tilchin Investment Partners, LLC

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About Richard A Critelli

Richard Critelli is an investment advisor representative with Jaffe Tilchin Investment Partners, LLC, located in Woodstock, GA. Richard has over 14 years of experience in the financial services industry. Richard is also registered with the state of Georgia as an investment advisor representative. Before joining Jaffe Tilchin Investment Partners, LLC, Richard worked for Fifth Third Securities, Inc. in Marietta, GA, Morgan Stanley in Alpharetta, GA, and Edward Jones in Buford, GA. Richard is a Series 66, Series 7 and SIE licensed professional. Richard specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Richard Critelli is currently registered with Jaffe Tilchin Investment Partners, LLC. Jaffe Tilchin Investment Partners, LLC is a registered investment advisor with offices in Tampa, FL. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients including individuals, trusts, corporations, and pension plans. They manage over $1.47 billion in assets and have a team of 14 licensed agents and 25 investment advisor representatives.
Jaffe Tilchin Investment Partners, LLC

15350 N. FLORIDA AVE.

TAMPA, FL 33613

$1.47B

Assets Under Management

Not reported

Total Clients

27

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Richard Critelli’s Registration & Firm History

GA

03/11/2024 - Present

Jaffe Tilchin Investment Partners, LLC (Woodstock GA)

GA

04/25/2019 - 12/22/2023

FIFTH THIRD SECURITIES, INC. (MARIETTA GA)

GA

04/19/2012 - 04/23/2019

MORGAN STANLEY (ALPHARETTA GA)

GA

07/06/2009 - 04/23/2012

EDWARD JONES (BUFORD GA)

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Licenses & Designations

BOTH

Issued 07/18/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/03/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Richard A Critelli. Review regulatory record here.
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