Daniel
Trocchia
Bbr Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Daniel Trocchia is a financial advisor based in Fair Haven, New Jersey, working with Bbr Partners, LLC. Daniel has previously held positions at Rumson Fair Haven Regional High School, Temple Gourmet, Kofield Construction, Loyola University Maryland, Gigi's Pizza, Kessler-Ellis Products, Oceanic Capital Management, Brown Advisory, and Bbr Partners, LLC. Daniel has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Daniel is part of Bbr Partners, LLC, which operates out of Fair Haven, New Jersey. The firm has 5 offices and 170 employees. The firm manages assets totaling $28.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and selection of other advisers. The fee structure at Bbr Partners, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Bbr Partners, LLC Brokerage Details
$28,082,600,000
170
4,600
$6,104,913
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Daniel Trocchia Work History
Bbr Partners, LLC
Brown Advisory
Brown Advisory
Brown Advisory
Kessler-Ellis Products
Oceanic Capital Management
Gigi'S Pizza
Kofield Construction
Loyola University Maryland
Temple Gourmet
Rumson Fair Haven Regional High School
Disclosures
Please visit the SEC profile of Daniel Trocchia 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 Bbr Partners, LLC
Berkeley Heights, NJ
New York, NY
New York, NY
Hoboken, NJ
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
