Adam TrigliaCRD Number: 5555330
Current Firm: Sica Wealth Management, LLC
Adam Triglia (CRD# 5555330) is an Investment Advisor Representative working at Sica Wealth Management, LLC in Morristown, NJ and has over 6 years of experience in the finance industry.
Legacy Care Wealth, LLC
Brighton Financial Planning
Cfs Investment Advisory Services LLC
|Circle Squared Alternative Investments, LLC||Morristown, NJ||Sep 2014 - Current||3|
|Sica Wealth Management, LLC||Morristown, NJ||Jul 2011 - Current||6|
|International Assets Advisory, LLC||Hoboken, NJ||Feb 2016 - Jan 2017||< 1|
|Capital Guardian LLC||Morristown, NJ||Aug 2015 - Feb 2016||< 1|
|Comprehensive Asset Management & Servicing, Inc.||Parsippany, NJ||Nov 2012 - Jun 2015||2|
|University Of Pennsylvania||Philadelphia, PA||Sep 2007 - May 2011||3|
|Sica Wealth Management, LLC||Morristown, NJ||Jun 2010 - Aug 2010||< 1|
|Merrill Lynch & Company, Inc.||Jersey City, NJ||Jun 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management91MILLIONS
Total Number of Accounts764ACCOUNTS
Average Account Value$119,145
- 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
- Selection of other advisers (including private fund managers)
FL, NH, NJ, NY, PA, TX
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