Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
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)
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
Active
Inactive
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