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Jeffrey Scott Troiano
CRD 2282591
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Charter Oak Capital Management, Llc | Registered representative | 07/20/2026 |
| Mercer Global Advisors Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Charter Oak Capital Management, Llc
Managing Member/Chief Compliance Officer · 50% – 75% · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗