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Gianluca Triennese

Investment adviser representative at Wedbush Securities Inc.
13 yearsExperience
1 stateRegistered in
$6.7BFirm assets
56 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

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

13 years in the industry.

  1. Wedbush Securities Inc.Mar 2023 to now
  2. Columbia Southern UniversityNov 2015 to now
  3. Charles Schwab Bank, SsbAug 2021 to Mar 2023
  4. Charles Schwab & Co., Inc.May 2021 to Mar 2023
  5. TD AmeritradeAug 2018 to Mar 2023
  6. Bbva Compass Insurance Agency IncMay 2018 to Aug 2018
  7. Bbva Securities IncMay 2018 to Aug 2018
  8. Bbva Wealth Solutions, Inc.May 2018 to Aug 2018
  9. Compass BankMay 2018 to Aug 2018
  10. 1st GlobalNov 2017 to May 2018
  11. 1st Global Advisors, IncNov 2017 to May 2018
  12. 1st Global Capital Corp.Nov 2017 to May 2018
  13. Bbva Wealth Solutions Inc.Dec 2016 to Nov 2017
  14. Bbva Compass Insurance Agency, Inc.Nov 2016 to Nov 2017
  15. Bbva Securities Inc.Nov 2016 to Nov 2017
  16. Compass BankNov 2016 to Nov 2017
  17. Paninomania LLC dba Sweets of ItalyApr 2013 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (CO).

Wedbush Securities Inc.

$6.7BAssets managed
10,833Clients
218Advisers
56 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
6150921
Firm CRD
877
Advisor's SEC record (opens in a new tab)
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