THE CERATO GROUP LLC
Legal name: TCG WEALTH MANAGEMENT
CRD #299174 SEC #801-132793 NASHUA, NH 603-324-0171
SEC Registered
Total AUM
$121.3M
Discretionary
$117.1M
Employees
3
Clients
--
Accounts
403
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 16, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CERATO, MICHAEL, GEORGE | I | MANAGING DIRECTOR/CCO | E | Control |
Registrations
Federal
IA
Apr 16, 2025 REGISTERED
Notice Filings (4)
FL MA NH TX
Address
4 WATER STNASHUA, NH 03060
United States
Phone: 603-324-0171