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Luigi Anthony Altieri

Trust Advisory Group Ltd

West Newton, MA

Birmingham, AL

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Current Employers
Trust Advisory Group Ltd

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2003-01-29
  • MA RA
    APPROVED
    Since 2003-01-29

Branch Locations

West Newton, MA • United States

2 Perimeter Park South Suite 500 West, Birmingham, AL 35243 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ages Financial Services, Ltd. Reading MA 10/1999 09/2024
Trust Advisory Group, Ltd. West Newton MA 01/2003 Present
Louis Altieri, Cpa, Llc West Newton MA 01/2000 Present
Stonex Securities Inc West Newton MA 10/2024 Present
  • 10/1999 → 09/2024
    Ages Financial Services, Ltd.
    Reading, MA
  • 01/2003 → Present
    Trust Advisory Group, Ltd.
    West Newton, MA
  • 01/2000 → Present
    Louis Altieri, Cpa, Llc
    West Newton, MA
  • 10/2024 → Present
    Stonex Securities Inc
    West Newton, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-12-12
S63 Uniform Securities Agent State Law Examination 2000-02-08
  • S65 Uniform Investment Adviser Law Examination
    2002-12-12
  • S63 Uniform Securities Agent State Law Examination
    2000-02-08
Other Names
  • Louis Anthony Altieri
  • Louis Anthony Altieri

View on SEC IAPD

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