Oronzo Triggiano
Oronzo Triggiano is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Tampa, FL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
15301 Amberly Dr, Tampa, FL, 33647
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Oronzo is the sole proprietor of Polar Cold Caps, LLC, which provides cancer patients with a method to preserve their hair during chemotherapy. He spends about 10-20% of his time ensuring the product is made correctly and the website is working properly.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
J P Turner & Company Capital Management, LLC
J.P. Turner & Company, L.L.C.Broker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Empire Financial Group, INC.Broker
State Registrations16 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.