AdvisorOS Directory
Claim Profile
GT

Giovanni Nmn Treglia

OLD BRIDGE WEALTH, INC·SYOSSET, New York
Unclaimed Profile
333 JACKSON AVENUE, SYOSSET, NY 11791CRD# 5836820Firm CRD# 332180
01

About

Giovanni Nmn Treglia is a registered financial advisor based in SYOSSET, New York, affiliated with OLD BRIDGE WEALTH, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
OLD BRIDGE WEALTH, INC
OLD BRIDGE WEALTH, INC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at OLD BRIDGE WEALTH, INC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5836820
Firm CRD# 332180
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SYOSSET?

Browse all registered financial advisors in SYOSSET, New York or claim this profile if it's yours.

Browse SYOSSET AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SYOSSET
David Jay Jeuda — DORSET MANAGEMENT CORPORATIONJesse Brian Mackey — 4THOUGHT FINANCIAL GROUP INC.Martin Elliot Levine — 4THOUGHT FINANCIAL GROUP INC.Brian Craig Mackey — 4THOUGHT FINANCIAL GROUP INC.David Mabon Knott — DORSET MANAGEMENT CORPORATION
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile