John
Trotta

Financial Advisor Network, Inc

CRD#1853327
Investment Advisor
in Farmingdale, NY

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About this Advisor

John Trotta is a financial advisor based out of Farmingdale, New York with a total of 2 years of relevant experience. Trotta is an employee of Financial Advisor Network, Inc. They have spent the entirety of their employment at Financial Advisor Network, Inc. Trotta holds a Series 63 license, which qualifies them as a securities broker, and can operate in New York. Financial Advisor Network, Inc is a financial advisory company headquartered in Farmingdale, NY. It oversees $135 million in assets under management among its 396 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 396 client accounts, 22% are held by high-net-worth investors who have greater than $1 million in investable assets. The business offers portfolio management for individuals and small businesses. Financial management fee schedules typically depend on which service is provided. Fees charged by Financial Advisor Network, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1111 Route 110 Suite 359
Farmingdale, NY 11735

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Financial Advisor Network, Inc Brokerage Details

Total Assets Under Management

$135,000,000

NY Average: $7,464,549,021
Total Number of Employees

5

NY Average: 88
Total Number of Accounts

396

NY Average: 3,892
Average Account Size

$340,909

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

John Trotta Work History

John has been registered as a financial advisor for 2 years.*

2000 - Present (24 years)

Financial Advisor Network, Inc

*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 John Trotta 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 Financial Advisor Network, Inc

Leslie Braun
Farmingdale, NY
David Siegfried
Farmingdale, NY
John Trotta
Farmingdale, NY

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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