Tristaan Terveen Petullo

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 01/1990 → Present
  Taxman Chelmsford
  N Chelmsford, MA
• 05/2005 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 01/2014 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) ACC REALTY LLC, 95 ACTON RD, CHELMSFORD, MA, SINCE 1/2015 AS BOOKEEPER. NIR - DEVOTES 5 HR/MO - NONE DURING TRADING. 2) TRISTAAN PETULLO 17A DUNSTABLE RD N. CHELMSFORD, MA 01863. BEGAN 01/01/2000 AS INSURANCE AGENT THAT SELLS AND SERVICES P&C, HEALTH AND LIFE INSURANCE. INVESTMENT RELATED. DEVOTES 5 HRS/WK. 5 HRS DURING TRADING. 3) TRISTAAN PETULLO 17A DUNSTABLE RD N. CHELMSFORD, MA 01863. BEGAN 01/01/1996 AS NOTARY. NOT INVESTMENT RELATED. DEVOTES 5 HRS/MNTH. 5 HRS DURING TRADING. 4) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO - 40 HR/MO TRADING. 01/16/2014 5) RED-E-BINS MA, LLC, 95 Acton Rd, Chelmsford MA 01824, 06/2023, Bookkeeper, Pickup and Disposal of Waste, NIR, 10 HR/MO, 0 Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-16
• S63 Uniform Securities Agent State Law Examination
  1995-09-11

Other Names

• Tristaan Noel Treveen
• Tristaan Noel Terveen
• Tristaan Noel Terveen Petullo
• Tristaan Terveen Petullo