Who is Jeffrey Fratarcangeli (CRD#: 2703603)?
Jeffrey Fratarcangeli is the founder and serves as the managing principal of Fratarcangeli Wealth Management, a reputable wealth management business connected to the Wells Fargo Advisors Financial Network. Jeff, who is entering his 28th year as a financial adviser, believes he has assembled an elite, high-performing staff that reflects his dedication to the highest levels of client care.
To provide and draw in the finest, Jeff and his team work hard to be positive outliers. His expertise and experience are crucial for advising ultra-high-net-worth individuals and families because he has guided his customers through several downturn markets.
The common objective of Fratarcangeli Wealth Management is to safeguard client assets before and during periods of market turbulence, ensuring that families maintain and increase their wealth over time. Jeff and the team are continuously assessing the equities and fixed-income markets with this objective in mind, adjusting portfolios as necessary, and creating goals-based investment plans for multi-generational wealth transfer.
A carefully chosen group of devoted relationship managers account managers, and concierge personnel work with Jeff to provide the highest levels of professionalism while treating each client as though they were working with their own private family office.
About Fratarcangeli Wealth Management
Fratarcangeli Wealth Management wants to know who you are and what makes you special to better serve you. To completely grasp your short-, mid-, and long-term goals, we use a multidisciplinary approach to expose every layer of your financial ambitions. Those who lack the time, knowledge, or money to manage their riches efficiently entrust their affairs to us. Celebrities, athletes, company owners, corporate executives, retirees, high net-worth families, small to big corporations, and those with aspirations for retirement are among our clientele.
Additionally, our team works with governmental organizations, 401(k) and ERISA qualifying plans, endowments, foundations, family offices, and other institutional entities. Relationships that last over time, not one-off deals, are the ones we’re after.
We create thorough investment strategies and estate plans for our customers, taking into account their financial needs, risk tolerance, time horizon, and other variables that might influence their investment choices. We develop plans for our clients’ liabilities in addition to their assets. We have access to loans through Wells Fargo affiliates and can address our client’s liquidity needs in addition to their personal and business demands thanks to our extensive resources.
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate in a fair and orderly manner, and facilitate capital formation.
Jeffrey Fratarcangeli Disclosures: BrokerCheck, FINRA, And SEC
BrokerCheck report of Jeffrey Fratarcangeli. Malone includes information such as employment history, professional qualification, disciplinary actions, criminal convictions, civil judgment, and arbitration awards as well as disclosures events.
BrokerCheck
Source: individual_2703603.pdf (finra.org)
SEC Litigations & Forms
Source: Jeffrey Fratarcangeli – SEC Site Search Search Results
Jeffrey Fratarcangeli Lawsuits
Most court cases filed in the United States of America are archived on CourtListener, UniCourt, Law.com, Justia, and Trellis. law, and Law360. If Jeffrey Fratarcangeli has been involved in any such lawsuits, then you can find the documents using the links down below:
There might be more pending lawsuits against Jeffrey Fratarcangeli that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Jeffrey Fratarcangeli on these websites, then you can contact the local authorities and check if they have a physical copy of any lawsuits.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Jeffrey Fratarcangeli Complaints and Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Jeffrey Fratarcangelie using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
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