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Credentials
Series 65
Experience Industry experience
< 1 year
Location
Remote
EBCO Trustee Services Ltd Liab. Co.
Supported
Total advisors
1Clients per advisor
10 Very LowAvg AUM per client
$2,362,051 Very HighHNW client ratio
40% HighAdriano Bozzone is a financial advisor at EBCO Trustee Services Ltd Liab. Co. with a Series 65 designation and three years of industry experience. His prior work includes roles at B&G International Law PLLC, Università Cattolica del Sacro Cuore, and Pontificio Collegio Gallio. EBCO Trustee Services Ltd Liab. Co. provides discretionary and non-discretionary portfolio management and investment consulting to high-net-worth individuals, families, trusts, and select business clients, primarily serving an international clientele. The firm employs a disciplined investment process combining fundamental, technical, and quantitative analysis, and operates as a trustee/trust company regulated by Swiss authorities.
Typically ranging between 0.50% and 1.50% per year, billed quarterly in arrears
Charged in limited circumstances to qualified clients; calculated as a percentage of net capital appreciation of the portfolio
Account minimum: No firm-wide minimum account size stated; some strategies may be better suited for larger portfolios
New York
< 1 year of industry experience
EBCO Trustee Services Ltd Liab. Co.
2023 - Present • 3 years
Chiasso
B&G International Law PLLC
2022 - 2023 • 1 year
New York, NY
Università Cattolica del Sacro Cuore
2019 - 2022 • 3 years
Milan
Pontificio Collegio Gallio
2015 - 2019 • 4 years
Como
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Is active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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