Daniel Trocchia (CRD# 7477917) is an Investment Advisor Representative working at Bbr Partners, LLC in New York, NY and has over 2 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bbr Partners, LLC | New York, NY | Dec 2021 - Current | 2 |
| Brown Advisory | Baltimore, MD | Jun 2020 - Oct 2021 | 1 |
| Brown Advisory | Baltimore, MD | Jan 2020 - Jun 2020 | < 1 |
| Loyola University Maryland | Baltimore, MD | Sep 2016 - May 2020 | 3 |
| Brown Advisory | Baltimore, MD | Jun 2019 - Aug 2019 | < 1 |
| Kessler-ellis Products | Eatontown, NJ | Jun 2018 - Aug 2018 | < 1 |
| Oceanic Capital Management | Red Bank, NJ | Jun 2018 - Aug 2018 | < 1 |
| Gigi's Pizza | Sea Bright, NJ | Jun 2017 - Aug 2017 | < 1 |
| Kofield Construction | Red Bank, NJ | Jun 2016 - Aug 2016 | < 1 |
| Rumson Fair Haven Regional High School | Rumson, NJ | Sep 2012 - May 2016 | 3 |
| Temple Gourmet | Red Bank, NJ | Sep 2015 - Feb 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
- NJ
- NY
-
Total Assets Under Management28,083MILLIONS
-
Total Number of Accounts4,600ACCOUNTS
-
Average Account Value$6,104,913
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, KS, KY, LA, MA, MD, ME, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA, WI, WY
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