Daniel Edward Trocchia

Employer firm

Bbr Partners, LLC CRD 109688

$36.5B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2016 → 05/2020
  Loyola University Maryland
  Baltimore, MD
• 06/2017 → 08/2017
  Gigi's Pizza
  Sea Bright, NJ
• 06/2018 → 08/2018
  Kessler-Ellis Products
  Eatontown, NJ
• 06/2018 → 08/2018
  Oceanic Capital Management
  Red Bank, NJ
• 06/2019 → 08/2019
  Brown Advisory
  Baltimore, MD
• 01/2020 → 06/2020
  Brown Advisory
  Baltimore, MD
• 06/2020 → 10/2021
  Brown Advisory
  Baltimore, MD
• 12/2021 → Present
  Bbr Partners, Llc
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-02

Other Names

• Danny Trocchia