Steven Troccoli
Steven Troccoli is a ChFC-designated registered investment advisor at Seasons of Advice Wealth Management, based in New York, NY, with 27 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 823 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SOA Wealth Advisors offers investment management through wrap fee programs. Please refer to the Wrap Fee Program Brochure for information about investment management fees.
Location
120 West 45th Street, 14th Floor, New York, NY, 10036
Get directionsHistory
Regulatory History (1)
Criminal
August 2009Other Business Activities
Steven owns multi-family real estate in Yonkers, NY since 1994. He is also a shareholder in Bennett Avenue Realty Corp, a family real estate holding corporation, dedicating minimal time to this activity since 2015.
Employment History
Current Registrations
Seasons of Advice Wealth Management
Previous Registrations
Seasons of Advice Wealth Management, LLC
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.