Michael Paul Tancreti

Employer firm

Econologics Financial Advisors CRD 125738

$183M regulatory AUM 143 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 11/2011 → 12/2019
  Cvs Pharmacy
  Trinity, FL
• 06/2018 → 06/2019
  Neilson
  Oldsmar, FL
• 10/2018 → 04/2020
  Chase Bank
  Tampa, FL
• 06/2020 → Present
  Econologics Financial Advisors
  Largo, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-06