Managing Director · Tarbox Family Office, Inc.
Michael J Nozzarella
CRD 4795933 · Named on Form ADV at one SEC-registered adviser
At a glance
Tarbox Family Office, Inc., an SEC-registered wealth manager based in Newport Beach, CA with $954 million in regulatory assets, lists Michael J Nozzarella on its Form ADV as Managing Director, a control person.
Firms and roles
- Tarbox Family Office, Inc.Managing DirectorWealth manager · Newport Beach, CA · $954M in regulatory assets
AtlasMembers
Michael’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Laura A. TarboxPresident / Chief Executive Officer, Tarbox Family Office, Inc.
- Mary E. SiglerChief Compliance Officer, Tarbox Family Office, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.