Giovanni Treglia is a registered investment advisor, based in Syosset, NY, with 14 years of industry experience.
Location
333 Jackson Ave, Ste 5, Syosset, NY, 11791
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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 ActivitiesSells Insurance
Giovanni is a part-owner/officer of Old Bridge Wealth, Inc., a Registered Investment Advisor. He is also a self-employed insurance agent selling health, life, disability, and Medicare supplements, and has ownership stakes in Powersoul Cafe, LLC and Assured Insurance Services Corp.
Employment History
Current Registrations
Arete Wealth Management, LLCBroker
Old Bridge Wealth, INC
Previous Registrations
Arete Wealth Management, LLCBroker
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
AXA Advisors, LLCBroker
State Registrations7 states
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