Joseph C. Trucano

OLIVER LUXXE ASSETS LLC

Gladstone, NJ 07934

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CRD#: 5799231

Professional summary

Joseph Conrad Trucano, CFP®, who also goes by Joseph Trucano, is a registered financial advisor currently at OLIVER LUXXE ASSETS LLC located in Gladstone, New Jersey and PURSHE KAPLAN STERLING INVESTMENTS located in Gladstone, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Joseph has worked at 4 firms and has passed the Series 66, SIE, Series 79 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Trucano

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OLIVER LUXXE ASSETS; 17 Mendham Rd, Suite 200, Gladstone, NJ 07934; WEALTH MANAGEMENT PRACTICE; CLIENT SERVICE ASSOCIATE; 5/2014; 160 HRS/MONTH; FULLY SERVICING ALL ASPECTS OF CLIENT RELATIONSHIP, REPORT MANAGEMENT, TRADE SUPPORT & EXECUTION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Conrad Trucano's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

January 8, 2015 - Present

OLIVER LUXXE ASSETS LLC

Office #1: 17 Mendham Road Suite 200, Gladstone, NJ 07934

RIA

CRD#: 169588

Gladstone, NJ

Current

May 23, 2014 - Present

PURSHE KAPLAN STERLING INVESTMENTS

Office #1: 10 Lackawanna Ave Suite 9, Gladstone, NJ 07932

CRD#: 35747

Gladstone, NJ

Past

June 18, 2013 - June 2, 2014

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

FLORHAM PARK, NJ

Past

June 18, 2013 - June 2, 2014

UBS FINANCIAL SERVICES INC.

CRD#: 8174

FLORHAM PARK, NJ

Past

March 28, 2012 - June 14, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PRINCETON, NJ

Past

November 22, 2011 - June 14, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PRINCETON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

OLIVER LUXXE ASSETS LLC

BETH ADVISORS, LLC | OLIVER LUXXE ASSETS LLC

CRD#: 169588 / SEC#: 801-78786

RIA

Registered Investment Advisory firm - (11/18/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(1/12/2021)

Connecticut
(5/28/2014)

Florida
(5/28/2014)

Georgia
(5/28/2014)

Massachusetts
(5/28/2014)

New Hampshire
(5/28/2014)

New Jersey
(5/23/2014)

IAR

New Jersey
(1/8/2015)

New York
(5/28/2014)

Pennsylvania
(5/28/2014)

Texas
(1/12/2021)

IAR

Texas
(5/24/2022)

Vermont
(5/28/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/27/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 8/10/2012

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 7

Date: 11/21/2011

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OLIVER LUXXE ASSETS LLC

BETH ADVISORS, LLC | OLIVER LUXXE ASSETS LLC

CRD#: 169588 / SEC#: 801-78786

RIA

Registered Investment Advisory firm - (11/18/2013 Approved)

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Contact information

Main Address

17 Mendham Road Suite 200, Gladstone, NJ 07934

Mailing Address

Phone number

(908) 741-4884

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	1,554
AUM (Assets Under Management)	$ 864,222,900

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joseph C. Trucano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Conrad Trucano's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

OLIVER LUXXE ASSETS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/27/2012

SIE

Date: 10/1/2018

Series 79

Date: 8/10/2012

Series 7

Date: 11/21/2011

FINRA

Current Firm

OLIVER LUXXE ASSETS LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLIVER LUXXE ASSETS LLC

TRUST BUT VERIFY

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