Unclaimed Profile

Giovanni Nmn Treglia

OLD BRIDGE WEALTH, INC·SYOSSET, New York

SIE, Series 7, Series 66Clean record14 years registeredOLD BRIDGE WEALTH, INC

333 JACKSON AVENUE, SYOSSET, NY 11791CRD# 5836820Firm CRD# 332180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Giovanni Nmn Treglia · SYOSSET, NY

Registration

CRD #5836820 · OLD BRIDGE WEALTH, INC · 14 years registered

Brand Profile

Not yet started

Career History

OLD BRIDGE WEALTH, INC

Oct 2024 – present

SCF INVESTMENT ADVISORS, INC.

Aug 2017 – Dec 2024

Syosset, NY

AXA ADVISORS, LLC

Apr 2012 – Aug 2017

WOODBURY, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 10, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OLD BRIDGE WEALTH, INC

CRD 332180 · SEC 801-130858

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by OLD BRIDGE WEALTH, INC

Per Form ADV

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at OLD BRIDGE WEALTH, INC →

Introduction

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Frequently Asked Questions

What services does Giovanni Nmn Treglia offer?

Giovanni Nmn Treglia specializes in Investment Management, Fee-Only Advisory. Contact their office in SYOSSET, New York for a consultation.

What are Giovanni Nmn Treglia's credentials?

Giovanni Nmn Treglia is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Giovanni Nmn Treglia located?

Giovanni Nmn Treglia is based in SYOSSET, New York, working with OLD BRIDGE WEALTH, INC. Their office serves clients in the SYOSSET metropolitan area and surrounding communities.

How does Giovanni Nmn Treglia charge for services?

Giovanni Nmn Treglia'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 OLD BRIDGE WEALTH, INC?

OLD BRIDGE WEALTH, INC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.

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