Giovanni Treglia has been Managing Partner and President of Old Bridge Wealth since July 2017, is a control person of the firm and directly owns between 50% and 75% of it.
Old Bridge Wealth, Inc is a Syosset, NY firm with $151M under management, 296 clients and 3 advisers across 2 offices, as of its September 2026 filing.
Giovanni Treglia’s longest registration was 7 years at SCF Investment Advisors, Inc. (2017–2024). Before joining Old Bridge Wealth in 2024, Giovanni Treglia was registered through SCF Investment Advisors, Inc. and Axa Advisors, LLC.
- Old Bridge Wealth, IncCurrent– present · 1 yearSyosset, NY · Adviser representative · Firm CRD 332180
- SCF Investment Advisors, Inc.– · 7 yearsSyosset, NY · Adviser representative · Firm CRD 123608
- Axa Advisors, LLC– · 5 yearsWoodbury, NY · Adviser representative · Firm CRD 6627
Investment adviser representative registrations
Giovanni Treglia is registered as an investment adviser representative in New York, since October 2024.
- New YorkSince 29 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 February 2012 |
| Series 7 | General Securities Representative Examination | 1 November 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5836820
- Firm
- Old Bridge Wealth · CRD 332180
- Role
- Managing Partner and President
- Office
- 333 JACKSON AVE, STE 5, Syosset, NY 11791
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Giovanni Treglia work?
Giovanni Treglia has been Managing Partner and President of Old Bridge Wealth, Inc since July 2017, and is a control person of the firm.
Is Giovanni Treglia a financial advisor?
Yes. Giovanni Treglia has a current investment-adviser registration in New York, through Old Bridge Wealth since October 2024.
How many years of experience does Giovanni Treglia have?
Giovanni Treglia has 15 years in the financial industry, since June 2011, across 3 adviser firms.
What exams has Giovanni Treglia passed?
Giovanni Treglia has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in November 2010. FINRA credited Giovanni Treglia with the SIE, which began in October 2018.
Where did Giovanni Treglia work before Old Bridge Wealth?
Before Old Bridge Wealth, Giovanni Treglia was registered through Axa Advisors, LLC, April 2012 to August 2017.
Where is Giovanni Treglia based?
Giovanni Treglia’s registered office is in Syosset, NY.
Is Giovanni Treglia registered with FINRA?
Yes. Giovanni Treglia has a current broker registration, under CRD 5836820.
Source: FINRA BrokerCheck
How can I verify Giovanni Treglia’s record?
Search CRD 5836820 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Giovanni Treglia’s full registration record.