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Ralph Edward Trecaso

WELLS TRECASO FINANCIAL GROUP, LLC·AKRON, Ohio
Clean recordWELLS TRECASO FINANCIAL GROUP, LLC
3560 WEST MARKET STREET, AKRON, OH 44333CRD# 1439067Firm CRD# 289899

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ralph Edward Trecaso · AKRON, OH
Registration
CRD #1439067 · WELLS TRECASO FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ralph Edward Trecaso is a registered financial advisor based in AKRON, Ohio, affiliated with WELLS TRECASO FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WELLS TRECASO FINANCIAL GROUP, LLC
WELLS TRECASO FINANCIAL GROUP, LLC
AUM
$483M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WELLS TRECASO FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1439067
Firm CRD# 289899
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ralph Edward Trecaso offer?
Ralph Edward Trecaso specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AKRON, Ohio for a consultation.
What are Ralph Edward Trecaso's credentials?
Ralph Edward Trecaso is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ralph Edward Trecaso located?
Ralph Edward Trecaso is based in AKRON, Ohio, working with WELLS TRECASO FINANCIAL GROUP, LLC. Their office serves clients in the AKRON metropolitan area and surrounding communities.
How does Ralph Edward Trecaso charge for services?
Ralph Edward Trecaso'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 WELLS TRECASO FINANCIAL GROUP, LLC?
WELLS TRECASO FINANCIAL GROUP, LLC has approximately 6 employees and manages $483M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELLS TRECASO FINANCIAL GROUP, LLC

Douglas Everett Wells
AKRON, OH
Christopher C Walters
AKRON, OH

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