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Robert Herman Trapp

DSS WEALTH MANAGEMENT, INC.·WEST HENRIETTA, New York
SIE, Series 7, Series 24, Series 27, Series 63, Series 65, Series 79Clean recordDSS WEALTH MANAGEMENT, INC.
275 WIREGRASS PARKWAY, WEST HENRIETTA, NY 14586CRD# 2246323Firm CRD# 314640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Herman Trapp · WEST HENRIETTA, NY
Registration
CRD #2246323 · DSS WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 27
Series 63
Series 65
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AMERICAFIRST WEALTH MANAGEMENT, INC.
CRD 314640 · SEC 801-121671
AUM
$26M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by AMERICAFIRST WEALTH MANAGEMENT, INC.
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at AMERICAFIRST WEALTH MANAGEMENT, INC. →
Introduction

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Frequently Asked Questions

What services does Robert Herman Trapp offer?
Robert Herman Trapp specializes in Investment Management, Fee-Only Advisory. Contact their office in WEST HENRIETTA, New York for a consultation.
What are Robert Herman Trapp's credentials?
Robert Herman Trapp is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Herman Trapp located?
Robert Herman Trapp is based in WEST HENRIETTA, New York, working with DSS WEALTH MANAGEMENT, INC.. Their office serves clients in the WEST HENRIETTA metropolitan area and surrounding communities.
How does Robert Herman Trapp charge for services?
Robert Herman Trapp'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 DSS WEALTH MANAGEMENT, INC.?
DSS WEALTH MANAGEMENT, INC. has approximately 3 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Daniel Lew
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