Tiffany Lea Soricelli

Employer firm

Godfrey Financial Associates, Inc. CRD 126189

$183M regulatory AUM 12 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 09/2018
  Northwestern Mutual
  Albany, NY
• 09/2018 → 04/2021
  Lpl Financial Llc
  Scotia, NY
• 09/2018 → 04/2021
  Marshall & Sterling Wealth Advisors
  Poughkeepsie, NY
• 04/2021 → 12/2025
  Virtuoso Asset Management Llc
  Glenville, NY
• 06/2018 → Present
  Virtuoso Advising For Artists
  Glenville, NY
• 05/2025 → Present
  Godfrey Financial Associates, Inc.
  Burnt Hills, NY

Previous Registrations

• 2021-07-19 → 2025-12-31
  Virtuoso Asset Management Llc
  Burnt Hills, NY
• 2020-02-04 → 2021-04-26
  Marshall + Sterling Wealth Advisors, Inc.
  Poughkeepsie, NY
  Scotia, NY

Other Businesses

Virtuoso Advising for Artists - Glenville, NY - Not Investment Related - Other-Business Owner - Owner of a career coaching for singers, musicians and creatives - Start Date: 06/01/2018 - 10 Hours Per Month - Time Spent: 5%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-24
• S63 Uniform Securities Agent State Law Examination
  2016-09-29

Other Names

• Tiffany Lea Conn
• Tiffany Lea Conn
• Tiffany Soricelli