Steven John Troccoli

Employer firm

Seasons Of Advice Wealth Management CRD 310448

$1.22B regulatory AUM 40 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• INSURANCE, CREDIT AND CASH MANAGEMENT SOLUTIONS.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1996 → 12/2016
  Ameriprise Financial Services, Inc.
  New York, NY
• 01/2017 → 11/2020
  Seasons Of Advise
  Nyc, NY
• 11/2020 → Present
  Soa Wealth Advisors, Llc
  New York, NY

Previous Registrations

• 2019-01-04 → 2020-11-02
  Seasons Of Advice Wealth Management, Llc
  New York, NY

Other Businesses

REAL ESTATE OWNERSHIP: MULTI-FAMILY; YONKERS, NY 10704; NOVEMBER 1994. OTHER BUSINESS ACTIVITIES: BENNETT AVENUE REALTY Corp; CORPORATION; FAMILY REAL ESTATE HOLDING CORP.; SHARE HOLDER; YONKERS, NY 10701; NOT INVESTMENT RELATED; JULY 2015, 1-9 HOURS PER MONTH; 0 DURING TRADING HOURS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-09-05

Designations

• Chartered Financial Consultant