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Joseph Conrad Trucano

OLIVER LUXXE ASSETS LLC·GLADSTONE, New Jersey
SIE, Series 7, Series 66, Series 79CFPClean record14 years registeredOLIVER LUXXE ASSETS LLC
17 MENDHAM ROAD, GLADSTONE, NJ 07934CRD# 5799231Firm CRD# 169588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Conrad Trucano · GLADSTONE, NJ
Registration
CRD #5799231 · OLIVER LUXXE ASSETS LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

OLIVER LUXXE ASSETS LLC
Jan 2015 – present
UBS FINANCIAL SERVICES INC.
Jun 2013 – Jun 2014
FLORHAM PARK, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Mar 2012 – Jun 2013
PRINCETON, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Series 79
Registration record
First registered · March 28, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OLIVER LUXXE ASSETS LLC
CRD 169588 · SEC 801-78786
AUM
$694M
Regulatory assets under management
Employees
9
1,423 client accounts
Services offered by OLIVER LUXXE ASSETS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at OLIVER LUXXE ASSETS LLC →
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05

Frequently Asked Questions

What services does Joseph Conrad Trucano offer?
Joseph Conrad Trucano specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in GLADSTONE, New Jersey for a consultation.
What are Joseph Conrad Trucano's credentials?
Joseph Conrad Trucano holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Joseph Conrad Trucano located?
Joseph Conrad Trucano is based in GLADSTONE, New Jersey, working with OLIVER LUXXE ASSETS LLC. Their office serves clients in the GLADSTONE metropolitan area and surrounding communities.
How does Joseph Conrad Trucano charge for services?
Joseph Conrad Trucano's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OLIVER LUXXE ASSETS LLC?
OLIVER LUXXE ASSETS LLC has approximately 9 employees and manages $694M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OLIVER LUXXE ASSETS LLC

Brad David Jacobson
GLADSTONE, NJ
James Richard Lynch
GLADSTONE, NJ
Joseph Michael Sharma
GLADSTONE, NJ

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