Michael Trezza, financial advisor Phoenix AZ

Michael Trezza

CRD Number: 2762836
Current Firm: Financial Engines Advisors LLC

Michael Trezza (CRD# 2762836) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Santa Clara, AR Nov 2020 - Current 2
Unemployed Phoenix, AZ May 2020 - Nov 2020 < 1
Psp Financial Services LLC Peoria, AZ Nov 2019 - May 2020 < 1
Psp & Associates, Inc. Peoria, AZ Jun 2019 - May 2020 < 1
Simplicity Financial Investment Services, Inc. Scottsdale, AZ Jan 2019 - Jun 2019 < 1
Simplicity Financial Marketing Scottsdale, AZ Dec 2017 - Jan 2019 1
Unemployed Belleville, NJ Jan 2017 - Dec 2017 < 1
Jpmorgan Securities LLC Northvale, NJ Apr 2016 - Jan 2017 < 1
Jpmorgan Chase Bank Northvale, NJ Feb 2016 - Jan 2017 < 1
Northstar Funding Inc. Hoboken, NJ Sep 2015 - Dec 2015 < 1
Robert Half Parsippany, NJ Jun 2015 - Sep 2015 < 1
Heritage Mortgage Banking Corp Morristown, NJ Aug 2011 - Jun 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Michael A. Trezza
Phone Number: 408-498-6000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    290,355
    MILLIONS
  • Total Number of Accounts
    1,586,142
    ACCOUNTS
  • Average Account Value
    $183,057
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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