Aldo Tarantini has been Managing Director of Family Manage since July 2019, is a control person of the firm and directly owns between 5% and 10% of it. Aldo Tarantini holds a Bachelor of Arts from New York University and a Master of Business Administration in Finance from Fordham University.
Family Manage LLC is a New York, NY firm with $5.31B under management, 761 clients and 23 advisers across 3 offices, as of its April 2026 filing.
Aldo S. Tarantini is Managing Director of Family Management. He joined the firm in August 2013 and focuses on advising clients and delivering tailored investment solutions. Prior to joining, Tarantini spent nine years in the financial services industry, most recently with Bernstein Global Wealth Management in their Private Client Group.
Investment adviser representative registrations
Aldo Tarantini is registered as an investment adviser representative in New York, since August 2021.
- New YorkSince 5 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 4 March 2013 |
| Series 7 | General Securities Representative Examination | 24 September 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Aldo S Tarantini
- CRD
- 6009397
- Firm
- Family Manage · CRD 104951
- Role
- Managing Director
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- familymanage.com
Where does Aldo Tarantini work?
Aldo Tarantini has been Managing Director of Family Manage LLC since July 2019, and is a control person of the firm.
Is Aldo Tarantini a financial advisor?
Yes. Aldo Tarantini has a current investment-adviser registration in New York, through Family Manage since August 2021.
How many years of experience does Aldo Tarantini have?
Aldo Tarantini has 14 years in the financial industry, since September 2012, across 1 adviser firm.
What exams has Aldo Tarantini passed?
Aldo Tarantini has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 2012. FINRA credited Aldo Tarantini with the SIE, which began in October 2018.
Is Aldo Tarantini registered with FINRA?
No. Aldo Tarantini has no current broker registration.
How can I verify Aldo Tarantini’s record?
Search CRD 6009397 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Aldo Tarantini’s full registration record.
