Sole Proprietor · Financial Advisor Network, Inc.
John N. Trotta
CRD 1853327 · Named on Form ADV at one SEC-registered adviser
At a glance
Financial Advisor Network, Inc., an SEC-registered wealth manager based in Farmingdale, NY with $135 million in regulatory assets, lists John N. Trotta on its Form ADV as Sole Proprietor, a control person.
Firms and roles
- Financial Advisor Network, Inc.Sole ProprietorWealth manager · Farmingdale, NY · $135M in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Sandra D'AndreaChief Compliance Officer, Financial Advisor Network, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.