Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Edward Trocchia is an Investment Advisor Representative registered with BBR Partners, LLC, with offices in New York, New York. Daniel has been in the industry since June 2018 and is a Series 65 licensed professional. Daniel has experience in various industries, including education, food service, construction, and financial services. Daniel is currently employed with BBR Partners, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NY
07/21/2022 - Present
BBR Partners, LLC (NEW YORK NY)
IA
Issued 02/02/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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