OLD BRIDGE WEALTH, INC of SYOSSET, NY is an SEC-registered investment adviser (CRD 332180). Regulatory assets under management: $143.7M.
Compensation: % of AUM.
Clients served: High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Giovanni Treglia | MANAGING PARTNER AND PRESIDENT | — |
| Jason Frank Nardis | MANAGING PARTNER, VP; MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | — |
| Elan David Parra | CHIEF COMPLIANCE OFFICER | — |
| Giovanni Nmn Treglia | MANAGING PARTNER AND PRESIDENT | — |
| TREGLIA GIOVANNI | MANAGING PARTNER AND PRESIDENT | — |
| Nardis Jason | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | — |
| TREGLIA GIOVANNI NMN | MANAGING PARTNER AND PRESIDENT | — |
| NARDIS JASON FRANK | MANAGING PARTNER, VP, AND CHIEF COMPLIANCE OFFICER | — |