Ralph Edward Trecaso

Current Employers

Employment History

• 06/2009 → 11/2017
  Morgan Stanley Smith Barney
  Akron, OH
• 11/2017 → 09/2019
  Ifs Securities Inc.
  Akron, OH
• 12/2017 → 12/2025
  Wells Trecaso Financial Group, Llc
  Akron, OH
• 11/2017 → 12/2017
  Ifs Advisory Llc
  Akron, OH
• 09/2019 → 09/2025
  Cabot Lodge Securities Llc
  Akron, OH
• 09/2025 → Present
  Cwm, Llc
  Omaha, NE
• 09/2025 → Present
  Wells Trecaso Financial Group - Carson Wealth
  Akron, OH

Previous Registrations

• 2017-12-22 → 2025-12-31
  Wells Trecaso Financial Group, Llc
  Akron, OH
• 2017-11-03 → 2019-03-06
  Sb Advisory, Llc
  Atlanta, GA
• 2009-06-01 → 2017-11-06
  Morgan Stanley
  Akron, OH
  Akron, OH
• 2008-09-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Akron, OH
• 1993-07-26 → 2008-09-12
  Ubs Financial Services Inc.
  Akron, OH
  Akron, OH

Other Businesses

NAME OF BUSINESS: Italian American Professional & Business Club NATURE: Non-Profit/Business Networking START: 01/01/2021 POSITION: Board Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Board member NAME OF BUSINESS: Ohio Victory Fund LLC NATURE: An LLC formed to invest in a private investment called THE O.H.I.O FUND. START: 03/27/2026 POSITION: Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: No duties NAME OF BUSINESS: CGJR Investment LLC NATURE: CGJR Investment LLC will invest money into one specific investment which is the Strategic Value Investors Fund LP START: 08/01/2026 POSITION: Member APPX. HRS/MONTH: 1 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Co-Manager FIXED INSURANCE NATURE: Insurance START: 07/12/1986 APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 1 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-25
• S63 Uniform Securities Agent State Law Examination
  1986-01-03