Unclaimed Profile

Christopher Michael Trokey

GENSPRING FAMILY OFFICES, LLC·JUPITER, Florida

SIE, Series 3, Series 7, Series 24, Series 63, Series 66CFAClean record22 years registeredGENSPRING FAMILY OFFICES, LLC

150 SOUTH US HIGHWAY 1, JUPITER, FL 33477CRD# 4262959Firm CRD# 109278

Profile Verification

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

Identity

Christopher Michael Trokey · JUPITER, FL

Registration

CRD #4262959 · GENSPRING FAMILY OFFICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

TRUIST INVESTMENT SERVICES, INC.

Mar 2018 – present

TRUIST ADVISORY SERVICES, INC.

Jan 2018 – present

GENSPRING FAMILY OFFICES, LLC

Mar 2004 – Dec 2017

ATLANTA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 31, 2004

Years registered · 22

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GFO ADVISORY SERVICES, LLC

CRD 109278 · SEC 801-56752

AUM

$257M

Regulatory assets under management

Employees

11 client accounts

Services offered by GFO ADVISORY SERVICES, LLC

Per Form ADV

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at GFO ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher Michael Trokey offer?

Christopher Michael Trokey specializes in Retirement Planning, Fee-Only Advisory. Contact their office in JUPITER, Florida for a consultation.

What are Christopher Michael Trokey's credentials?

Christopher Michael Trokey holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Michael Trokey located?

Christopher Michael Trokey is based in JUPITER, Florida, working with GENSPRING FAMILY OFFICES, LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does Christopher Michael Trokey charge for services?

Christopher Michael Trokey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GENSPRING FAMILY OFFICES, LLC?

GENSPRING FAMILY OFFICES, LLC has approximately 11 employees and manages $257M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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