Joseph Conrad Trucano

Employer firm

Oliver Luxxe Assets LLC CRD 169588

$1.00B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)

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

Current Employers

Oliver Luxxe Assets Llc

10 Lackawanna Ave Suite 9, Gladstone, NJ 07934 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2022-05-24
NJ	RA	APPROVED	2015-01-08

TX RA
APPROVED_RES

Since 2022-05-24
NJ RA
APPROVED

Since 2015-01-08

Branch Locations

10 Lackawanna Ave Suite 9, Gladstone, NJ 07934 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Purshe Kaplan Sterling Investments	Albany	NY	05/2014	Present
Oliver Luxxe Assets, Llc	Bedminster	NJ	05/2014	Present

05/2014 → Present

Purshe Kaplan Sterling Investments

Albany, NY
05/2014 → Present

Oliver Luxxe Assets, Llc

Bedminster, NJ

Previous Registrations

2013-06-18 → 2014-06-02

Ubs Financial Services Inc.

Florham Park, NJ
2012-03-28 → 2013-06-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bridgewater, NJ

Princeton, NJ

Princeton, NJ

New York, NY

Other Businesses

OLIVER LUXXE ASSETS; At registered location; WEALTH MANAGEMENT PRACTICE; CLIENT SERVICE ASSOCIATE; 5/2014; 160 HRS/MONTH; FULLY SERVICING ALL ASPECTS OF CLIENT RELATIONSHIP, REPORT MANAGEMENT, TRADE SUPPORT & EXECUTION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-03-27

S66 Uniform Combined State Law Examination

2012-03-27

Designations

Certified Financial Planner

Other Names

Joseph Conrad Trucano
Joseph Conrad Trucano
Joseph Trucano

View on SEC IAPD