Michael Anthony Trezza
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Michael Anthony Trezza? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Clear Solutions LLC dba: Bergen Financial GroupJul 2026 to now
- Ae Wealth Management, LLCApr 2026 to now
- Bergen Financial GroupApr 2026 to now
- UnemployedNov 2025 to Apr 2026
- Edelman Financial EnginesNov 2024 to Nov 2025
- Financial Engines Advisors L.L.C.Nov 2020 to Nov 2024
- UnemployedJun 2020 to Nov 2020
- Psp Financial Services LLCNov 2019 to May 2020
- Psp & Associates, Inc.Jun 2019 to Jun 2020
- Simplicity Financial Investment Services, Inc.Jan 2019 to Jun 2019
- Simplicity Financial MarketingDec 2017 to Jan 2019
- UnemployedJan 2017 to Dec 2017
- JPMorgan Securities LLCApr 2016 to Jan 2017
- JPMorgan Chase BankFeb 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2762836
- Firm CRD
- 282580