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Tony T Tran

Wissahickon Wealth Management LLC

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About Tony T Tran

Tony Tran is a financial advisor with Wissahickon Wealth Management LLC. Tony Tran has been in the industry since 2009. Tony Tran is registered with FINRA and the state of Pennsylvania. Tony Tran has worked at several prominent financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney LLC, and Morgan Stanley Private Bank. Wissahickon Wealth Management LLC is an independent investment advisor based in Philadelphia, Pennsylvania. The firm focuses on providing financial planning and portfolio management services for individuals and high-net-worth individuals. Wissahickon Wealth Management LLC manages approximately $51 million in assets for 108 clients.

Firm Information

Tony Tran is currently registered with Wissahickon Wealth Management LLC. Wissahickon Wealth Management LLC is an investment advisor based in Pennsylvania, managing approximately $51 million in assets for 108 clients. The firm provides financial planning and portfolio management services to individuals, with a focus on high-net-worth individuals. The firm has a wrap fee program and also offers other investment advisory services.

$51.00M

Assets Under Management

Not reported

Total Clients

3

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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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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Tony Tran’s Registration & Firm History

PA

04/07/2022 - Present

Wissahickon Wealth Management LLC (PHILADELPHIA PA)

PA

08/12/2015 - 01/28/2022

MORGAN STANLEY (Philadelphia PA)

PA

04/11/2012 - 08/13/2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHILADELPHIA PA)

NJ

07/01/2009 - 03/22/2012

PRUCO SECURITIES, LLC. (MARLTON NJ)

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Licenses & Designations

BOTH

Issued 12/28/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/29/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/09/2011

Series 7 - General Securities Representative Examination

BC

Issued 06/30/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tony T Tran.
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