Unclaimed Profile

Anna Massey

TRENT CAPITAL MANAGEMENT INC·GREENSBORO, North Carolina

Series 65Clean recordTRENT CAPITAL MANAGEMENT INC

3150 NORTH ELM ST,STE 204, GREENSBORO, NC 27408CRD# 7844518Firm CRD# 107344

Profile Verification

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

Identity

Anna Massey · GREENSBORO, NC

Registration

CRD #7844518 · TRENT CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Career History

JAFFE TILCHIN INVESTMENT PARTNERS, LLC

Dec 2025 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · December 19, 2025

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRENT CAPITAL MANAGEMENT INC

CRD 107344 · SEC 801-34570

AUM

$175M

Regulatory assets under management

Employees

302 client accounts

Services offered by TRENT CAPITAL MANAGEMENT INC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TRENT CAPITAL MANAGEMENT INC →

Introduction

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Frequently Asked Questions

What services does Anna Massey offer?

Anna Massey specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in GREENSBORO, North Carolina for a consultation.

What are Anna Massey's credentials?

Anna Massey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anna Massey located?

Anna Massey is based in GREENSBORO, North Carolina, working with TRENT CAPITAL MANAGEMENT INC. Their office serves clients in the GREENSBORO metropolitan area and surrounding communities.

How does Anna Massey charge for services?

Anna Massey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRENT CAPITAL MANAGEMENT INC?

TRENT CAPITAL MANAGEMENT INC has approximately 6 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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