Unclaimed Profile

Thomas Jeffrey Troutner

EQUIUS PARTNERS, INC.·NOVATO, California

Series 65Clean record18 years registeredEQUIUS PARTNERS, INC.

3 HAMILTON LANDING, NOVATO, CA 94949CRD# 5416579Firm CRD# 110450

Profile Verification

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

Identity

Thomas Jeffrey Troutner · NOVATO, CA

Registration

CRD #5416579 · EQUIUS PARTNERS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Apr 2023 – present

EQUIUS PARTNERS, INC.

Feb 2009 – Apr 2023

NOVATO, CA

EQUIUS PARTNERS, INC.

Sep 2007 – Jan 2008

NOVATO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 5, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EQUIUS PARTNERS, INC.

CRD 110450 · SEC 801-20786

AUM

$1.0B

Regulatory assets under management

Employees

1,137 client accounts

Services offered by EQUIUS PARTNERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EQUIUS PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does Thomas Jeffrey Troutner offer?

Thomas Jeffrey Troutner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NOVATO, California for a consultation.

What are Thomas Jeffrey Troutner's credentials?

Thomas Jeffrey Troutner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Jeffrey Troutner located?

Thomas Jeffrey Troutner is based in NOVATO, California, working with EQUIUS PARTNERS, INC.. Their office serves clients in the NOVATO metropolitan area and surrounding communities.

How does Thomas Jeffrey Troutner charge for services?

Thomas Jeffrey Troutner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EQUIUS PARTNERS, INC.?

EQUIUS PARTNERS, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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