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Tristaan P
Series 63, Series 65
North Chelmsford, MA
Cambridge Investment Research Advisors
Tristaan Petullo is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014 and affiliated with Cambridge Investment Research, Inc. since 2005. Outside of his advisory work, Petullo is active as a bookkeeper and insurance agent, selling and servicing property, casualty, health, and life insurance. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.
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