Expert Review

Jeffrey Fratarcangeli: Hidden Disclosures & Lawsuits (Latest Update 2023)

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.

Financial Advisors often take down their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any disputes in the past.
6/12/2023 Update
As of now, Jeffrey Fratarcangeli has not responded, nor has he apologized for his misdeeds. He has ignored our efforts to highlight the problems faced by his victims. Furthermore, he has only focused on propagating his fake PR.

BrokerCheck

Source: individual_2703603.pdf (finra.org)

SEC Litigations & Forms

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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.

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:

Better Alternatives To Jeffrey Fratarcangeli:

These recommendations are based on the ratings of SmartAsset.com, the biggest financial advisor review platform on the internet.
Screenshot 7

Manages Assets Worth

  • $6,427,792,177

Services

  • Financial planning
  • Portfolio management
  • Selection of other advisors (including private fund managers)
  • Family office and consulting services
Screenshot 8

Manages Assets Worth

  • $4,465,757,285

Services

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Selection of other advisors (including private fund managers)
Screenshot 9

Manages Assets Worth

  • $302,000,000

Services

  • Financial planning
  • Portfolio management

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