Steven John Troccoli
Investment adviser representative at Seasons of Advice Wealth Management
30 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.2BFirm assets
Are you Steven John Troccoli? 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Seasons of Advice Wealth ManagementNov 2020 to now
- Soa Wealth Advisors, LLCNov 2020 to now
- Seasons of AdviseJan 2017 to Nov 2020
- Ameriprise Financial Services, Inc.Jul 1996 to Dec 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Seasons of Advice Wealth Management
Legal name: Soa Wealth Advisors, LLC
$1.2BAssets managed
891Clients
10Advisers
5 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
- 2768453
- Firm CRD
- 310448