Michael Tancreti has been an investment adviser representative at Econologics Financial Advisors since February 2023, and is not listed among the firm’s executive officers or direct owners. Michael Tancreti holds a Bachelor's Degree in Finance from St. Petersburg College.
Econologics Financial Advisors, LLC is a Largo, FL firm with $183M under management, 344 clients and 6 advisers in one office, as of its March 2026 filing.
Michael Tancreti is a Paraplanner at Econologics Financial Advisors. Tancreti has been a member of the team since 2020, progressing from Financial Planner Assistant to Paraplanner Assistant and then Paraplanner. Before joining, Tancreti worked as a loan specialist at JP Morgan Chase Bank and managed a CVS Health store.
- – present · 3 yearsLargo, FL · Adviser representative · Firm CRD 125738
Investment adviser representative registrations
Michael Tancreti is registered as an investment adviser representative in Florida, since February 2023.
- FloridaSince 3 February 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 January 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Paul Tancreti
- CRD
- 7671824
- Firm
- Econologics Financial Advisors · CRD 125738
- Office
- 2401 WEST BAY DRIVE, SUITE 603, Largo, FL 33770
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- econologicsfinancialadvisors.com
Where does Michael Tancreti work?
Michael Tancreti is an investment adviser representative registered through Econologics Financial Advisors, LLC since February 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Tancreti a financial advisor?
Yes. Michael Tancreti has a current investment-adviser registration in Florida, through Econologics Financial Advisors since February 2023.
How many years of experience does Michael Tancreti have?
Michael Tancreti has 3 years in the financial industry, since February 2023, across 1 adviser firm.
What exams has Michael Tancreti passed?
Michael Tancreti passed the Series 65 in January 2023.
Where is Michael Tancreti based?
Michael Tancreti’s registered office is in Largo, FL.
Is Michael Tancreti registered with FINRA?
No. Michael Tancreti has no current broker registration.
How can I verify Michael Tancreti’s record?
Search CRD 7671824 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Tancreti’s full registration record.
