Samuel Trecaso (CRD# 7451290) is an Investment Advisor Representative working at Wells Trecaso Financial Group, LLC in Akron, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Well Trecaso Financial Group | Akron, OH | Oct 2021 - Current | 2 |
| Supplyone | United States, OH | Oct 2017 - Oct 2021 | 4 |
| Valet At The Metropolitan 9 | Cleveland, OH | Jun 2017 - Oct 2017 | < 1 |
| Oswald Company | Cleveland, OH | Apr 2017 - Jun 2017 | < 1 |
| Pasquilina's Ii | Flemmington, NJ | Jul 2016 - Apr 2017 | < 1 |
| Baseball Info Solutions | Coplay, PA | May 2016 - Jul 2016 | < 1 |
| Sunglass Hut | Canton, OH | Nov 2015 - Apr 2016 | < 1 |
| Sports Performance Management Group | Cleveland, OH | Jun 2013 - Aug 2015 | 2 |
| Akron Public Schools Safe Routes To School | Akron, OH | Aug 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- OH
-
Total Assets Under Management483MILLIONS
-
Total Number of Accounts1,189ACCOUNTS
-
Average Account Value$406,176
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, KY, LA, NC, OH, PA, SC, TX, VA
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