Christopher Brian Trombetta

Current Employers

Employment History

• 04/1994 → 12/2016
  Tiaa-Cref Individual & Institutional Services, Llc
  Melville, NY
• 04/1994 → 12/2016
  Tiaa
  Melville, NY
• 12/2016 → Present
  Osaic Wealth, Inc.
  Islandia, NY

Previous Registrations

• 2012-12-22 → 2016-04-13
  Tiaa-Cref Individual & Institutional Services, Llc
  New York, NY
  Latham, NY
  Melville, NY

Other Businesses

1. JOHN T. SCHROEDER FOUNDATION POSITION: Board Member NATURE: Non Profit INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2001 ADDRESS: 355 Clubhouse Ct., Coram NY 11727, United States DESCRIPTION: Board member. Foundation raises funds for scholarships for local high school graduates. Mr. Schroeder passed away - 9/11. Vote on recipients of scholarships, foundation events. 2. CHRISTOPHER B. TROMBETTA POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 07/01/1992 ADDRESS: 1377 Motor Parkway, 204, Islandia NY 11749, United States DESCRIPTION: Sale of fixed insurance products. 3. CHRISTOPHER B. TROMBETTA - NOTARY PUBLIC POSITION: Notary Public NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/14/2018 ADDRESS: 1377 Motor Parkway, Suite 204, Islandia NY 11749, United States DESCRIPTION: Notary Public 4. CHRISTOPHER B. TROMBETTA POSITION: tax preparer NATURE: Income tax preparation. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 02/10/2024 ADDRESS: 194 Adams Way, Sayville NY 11782, United States DESCRIPTION: prepare client federal and state income returns.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-21
• S63 Uniform Securities Agent State Law Examination
  1993-12-16

Designations

Other Names

• Chris Trombetta
• Christopher B Trombetta