Alexander
Macchio
Traphagen Financial Group
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About this Advisor
Alexander Macchio is a financial advisor who works in Oradell, New Jersey, who has 8 years of industry experience. Macchio is currently employed by Traphagen Financial Group. Macchio has gained experience at Northwestern Mutual Life Insurance Company, Union College, Northwestern Mutual Investment Services, LLC, Kearny Board Of Education, Brite Medical Supply and Traphagen Financial Group. Macchio has a Series 65 license, designating them as an investment advisor representative, and is able to work in New Jersey. Traphagen Financial Group is a financial advisory business that has its headquarters in Oradell, NJ. It handles $1 billion in assets among its 1,720 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm advises three charitable organizations. Of its 1,720 accounts, 18% are held by high-net-worth investors who have at least $1 million in investable assets. The business offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically vary depending on the type of financial services. Fee types billed by Traphagen Financial Group likely include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Traphagen Financial Group Brokerage Details
$1,151,993,318
11
1,720
$669,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alexander Macchio Work History
Alexander has been registered as a financial advisor for 8 years.*
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
Traphagen Financial Group
Kearny Board Of Education
Brite Medical Supply
Union College
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Macchio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Traphagen Financial Group
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
Oradell, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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