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Chief Operating Officer / Partner / Investment Adviser Representative/ Chief Technology Officer · Jaffe Tilchin Investment Partners, LLC

Marc Ardizzone

CRD 5497421 · Named on Form ADV at one SEC-registered adviser

At a glance

Jaffe Tilchin Investment Partners, LLC, an SEC-registered wealth manager based in Tampa, FL with $2.4 billion in regulatory assets, lists Marc Ardizzone on its Form ADV as Chief Operating Officer / Partner / Investment Adviser Representative/ Chief Technology Officer, a control person.

Firms and roles

  • Jaffe Tilchin Investment Partners, LLCChief Operating Officer / Partner / Investment Adviser Representative/ Chief Technology OfficerWealth manager · Tampa, FL · $2.4B in regulatory assets

AtlasMembers

Marc’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Marc’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.