Giovanni N. Treglia

OLD BRIDGE WEALTH,

SYOSSET, NY 11791

Some features on this profile are disabled

CRD#: 5836820

Professional summary

Giovanni Nmn Treglia, who also goes by Giovanni Nmn Treglia, is a registered financial advisor currently at OLD BRIDGE WEALTH, INC located in Syosset, New York and ARETE WEALTH MANAGEMENT, LLC located in Syosset, New York.

Giovanni is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Giovanni has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Giovanni Nmn Treglia

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.

1) OLD BRIDGE WEALTH, INC. - RIA, DBA - 50% OWNER/OFFICER 333 TURNPIKE, STE 5 SYOSSET, NY 11791 - INVESTMENT RELATED; 2) SELF EMPLOYED INSURANCE AGENT - SELLING HEALTH, LIFE, DISABILITY AND MEDICARE SUPPLEMENTS - 333 TURNPIKE, STE 5, SYOSSET, NY; 3) KICK START A CURE - NON PROFIT - OFFICER - ORGANIZE EVENTS kickstart a cure, Inc. is its own separate nonprofit, VP 4) Mario Treglia CPA - EMPLOYEE - ASSIST, PREPARE TAXES AND CORP TAXES 5) POWERSOUL CAFE, LLC - OWNER - 274 CASORIA AVE, LAS VEGAS, NV - NOT INVESTMENT RELATED - PASSIVE INVESTOR 6) ASSURED INSURANCE SERVICES CORP. - 25 % OWNER - 148 EAST BOSTON POST RD FLOOR 1, MAMARONECK, NY - I WILL MANAGE THE BOOKS AND RECORDS ALONG WITH CONSULT ON THE MANOR OF HOW TO STRUCTURE THE BUSINESS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giovanni Nmn Treglia'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®

None

Experience

Current

October 29, 2024 - Present

OLD BRIDGE WEALTH, INC

Office #1: 333 Jackson Ave, Syosset, NY 11791

RIA

CRD#: 332180

SYOSSET, NY

Current

January 2, 2025 - Present

ARETE WEALTH MANAGEMENT, LLC

Office #1: 333 Jackson Ave Suite 5, Syosset, NY 11791

CRD#: 44856

Syosset, NY

Past

December 9, 2024 - December 9, 2024

ARETE WEALTH MANAGEMENT, LLC

CRD#: 44856

CHICAGO, IL

Past

August 21, 2017 - December 31, 2024

SCF INVESTMENT ADVISORS, INC.

RIA

CRD#: 123608

Syosset, NY

Past

August 21, 2017 - December 31, 2024

SCF SECURITIES, INC.

CRD#: 47275

SYOSSET, NY

Past

April 10, 2012 - August 25, 2017

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

WOODBURY, NY

Past

January 11, 2012 - August 25, 2017

EQUITABLE ADVISORS, LLC

CRD#: 6627

WOODBURY, NY

Past

November 2, 2010 - May 20, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

LAKE SUCCESS, NY

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".

OLD BRIDGE WEALTH, INC

OLD BRIDGE WEALTH, INC | OLD BRIDGE WEALTH, INC.

CRD#: 332180 / SEC#: 801-130858

RIA

Registered Investment Advisory firm - (8/6/2024 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

Connecticut
(1/2/2025)

Florida
(1/2/2025)

New Jersey
(1/2/2025)

IAR

New York
(10/29/2024)

New York
(1/2/2025)

South Carolina
(1/2/2025)

Texas
(1/2/2025)

Virgin Islands
(1/2/2025)

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: 2/27/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/1/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

OLD BRIDGE WEALTH, INC

OLD BRIDGE WEALTH, INC | OLD BRIDGE WEALTH, INC.

CRD#: 332180 / SEC#: 801-130858

RIA

Registered Investment Advisory firm - (8/6/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

333 Jackson Avenue Suite #5, Syosset, NY 11791

Mailing Address

Phone number

(347) 723-8943

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- OLD BRIDGE WEALTH, INC (9/23/2025)

Regulatory assets under management

Total Number of Accounts	253
AUM (Assets Under Management)	$ 143,650,051

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.

Similar Advisors

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Brian Marchini

LPL ENTERPRISE, LLC

IAR

White Plains, NY

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

IAR

Berkeley heights, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Giovanni N. Treglia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Giovanni Nmn Treglia's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARETE WEALTH MANAGEMENT, LLC

ARETE WEALTH MANAGEMENT, LLC

SCF INVESTMENT ADVISORS, INC.

SCF SECURITIES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

OLD BRIDGE WEALTH, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2012

SIE

Date: 10/1/2018

Series 7

Date: 11/1/2010

FINRA

Current Firm

OLD BRIDGE WEALTH, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

OLD BRIDGE WEALTH, INC

TRUST BUT VERIFY

Similar Advisors