Unclaimed Profile

Roberto Antonio Trejo

ENTRUST INVESTMENT SERVICES, INC·CAMPBELL, California

SIE, Series 6, Series 63, Series 65Clean record14 years registeredENTRUST INVESTMENT SERVICES, INC

1901 S BASCOM AVENUE, CAMPBELL, CA 95008CRD# 6050826Firm CRD# 324860

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Roberto Antonio Trejo · CAMPBELL, CA

Registration

CRD #6050826 · ENTRUST INVESTMENT SERVICES, INC · 14 years registered

Brand Profile

Not yet started

Career History

ENTRUST INVESTMENT SERVICES, INC

Apr 2023 – present

EMERALD BLUE ADVISORS

Nov 2018 – Dec 2023

San Jose, CA

CLIENT ONE SECURITIES LLC

Apr 2012 – Dec 2018

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · April 3, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ENTRUST INVESTMENT SERVICES, INC

CRD 324860 · SEC 801-127318

AUM

$92M

Regulatory assets under management

Employees

121 client accounts

Services offered by ENTRUST INVESTMENT SERVICES, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ENTRUST INVESTMENT SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Roberto Antonio Trejo offer?

Roberto Antonio Trejo specializes in Financial Planning, Investment Management. Contact their office in CAMPBELL, California for a consultation.

What are Roberto Antonio Trejo's credentials?

Roberto Antonio Trejo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Roberto Antonio Trejo located?

Roberto Antonio Trejo is based in CAMPBELL, California, working with ENTRUST INVESTMENT SERVICES, INC. Their office serves clients in the CAMPBELL metropolitan area and surrounding communities.

How does Roberto Antonio Trejo charge for services?

Roberto Antonio Trejo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ENTRUST INVESTMENT SERVICES, INC?

ENTRUST INVESTMENT SERVICES, INC has approximately 3 employees and manages $92M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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