Anthony Juliano Trocchio
Investment adviser representative at UBS Financial Services Inc.
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$915.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
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.
- UBS Financial Services, Inc.Nov 2021 to now
- Bank of America, N.A.Dec 2019 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Nov 2021
- UnemployedJul 2018 to Aug 2018
- John Carroll UniversityAug 2017 to Aug 2018
- UnemployedMay 2017 to Jul 2017
- Huntington National BankMar 2017 to Jul 2019
- John Carroll UniversitySep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 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
- 7168506
- Firm CRD
- 8174