# TRANQUILLI FINANCIAL ADVISOR, LLC

TRANQUILLI FINANCIAL ADVISOR, LLC of CLINTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 298056
- Type: SEC-registered investment adviser
- SEC file number: 801-113998
- Location: 35 LEIGH STREET, CLINTON, NJ, 08809
- Phone: (908) 730-6234
- Latest filing: 2026-03-26
- Regulatory AUM: $199.4M
- Discretionary AUM: $199.4M
- Clients: 2
- Accounts: 517

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Louis Tranquilli | CHIEF COMPLIANCE OFFICER; MEMBER AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER (+1 more) | Clinton, NJ |
| ISHERWOOD DANA ANNE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| TRANQUILLI LOUIS | MEMBER; MEMBER AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298056/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298056/similar
- Related entities: https://search.stillhousedata.com/firm/298056/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298056

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.