Samuel
Trecaso
Wells Trecaso Financial Group, LLC
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About this Advisor
Samuel Trecaso is a financial advisor based in Akron, Ohio, working with Wells Trecaso Financial Group, LLC. Samuel has previously held positions at Supplyone, Oswald Company, Pasquilina's II, Baseball Info Solutions, Sunglass Hut, Sports Performance Management Group, Akron Public Schools Safe Routes To School, Well Trecaso Financial Group, and Valet At The Metropolitan 9. Samuel has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Samuel is part of Wells Trecaso Financial Group, LLC, which operates out of Akron, Ohio. The firm has one office and six employees. The firm manages assets totaling $482.9 million 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 institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wells Trecaso Financial Group, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wells Trecaso Financial Group, LLC Brokerage Details
$482,943,218
6
1,189
$406,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Samuel Trecaso Work History
Well Trecaso Financial Group
Supplyone
Oswald Company
Valet At The Metropolitan 9
Pasquilina'S Ii
Baseball Info Solutions
Sunglass Hut
Sports Performance Management Group
Akron Public Schools Safe Routes To School
Disclosures
Please visit the SEC profile of Samuel Trecaso 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 Wells Trecaso Financial Group, LLC
Akron, OH
Akron, OH
Akron, OH
Akron, OH
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.
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