Adam Triglia, financial advisor Morristown NJ
93 score

Adam Triglia

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Adam J. Triglia
Phone Number: 973-975-0750
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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