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Jason Rocco D'amelio

BAYRIDGE FINANCIAL GROUP, INC.·ROCKVILLE CENTRE, New York
Unclaimed Profile
330 SUNRISE HWY #110, ROCKVILLE CENTRE, NY 11570CRD# 4495800Firm CRD# 296831
01

About

Jason Rocco D'amelio is a registered financial advisor based in ROCKVILLE CENTRE, New York, affiliated with BAYRIDGE FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
BAYRIDGE FINANCIAL GROUP, INC.
BAYRIDGE FINANCIAL GROUP, INC.
AUM
$68M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at BAYRIDGE FINANCIAL GROUP, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4495800
Firm CRD# 296831
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jason Rocco D'amelio offer?
Jason Rocco D'amelio specializes in Investment Management, Fee-Only Advisory. Contact their office in ROCKVILLE CENTRE, New York for a consultation.
What are Jason Rocco D'amelio's credentials?
Jason Rocco D'amelio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Rocco D'amelio located?
Jason Rocco D'amelio is based in ROCKVILLE CENTRE, New York, working with BAYRIDGE FINANCIAL GROUP, INC.. Their office serves clients in the ROCKVILLE CENTRE metropolitan area and surrounding communities.
How does Jason Rocco D'amelio charge for services?
Jason Rocco D'amelio's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BAYRIDGE FINANCIAL GROUP, INC.?
BAYRIDGE FINANCIAL GROUP, INC. has approximately 5 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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