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Benjamin Adam Fedorko

TRB WEALTH MANAGEMENT, LLC·HOUSTON, Texas
Series 65Clean record1 years registeredTRB WEALTH MANAGEMENT, LLC
9821 KATY FREEWAY, SUITE 110, HOUSTON, TX 77024CRD# 7963698Firm CRD# 309370

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Benjamin Adam Fedorko · HOUSTON, TX
Registration
CRD #7963698 · TRB WEALTH MANAGEMENT, LLC · 1 years registered
Brand Profile
Not yet started
01

Career History

TRB WEALTH MANAGEMENT, LLC
Oct 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 16, 2024
Years registered · 1
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRB WEALTH MANAGEMENT, LLC
CRD 309370 · SEC 801-119035
AUM
$1.2B
Regulatory assets under management
Employees
15
1,460 client accounts
Services offered by TRB WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRB WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Benjamin Adam Fedorko offer?
Benjamin Adam Fedorko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.
What are Benjamin Adam Fedorko's credentials?
Benjamin Adam Fedorko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Benjamin Adam Fedorko located?
Benjamin Adam Fedorko is based in HOUSTON, Texas, working with TRB WEALTH MANAGEMENT, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Benjamin Adam Fedorko charge for services?
Benjamin Adam Fedorko's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TRB WEALTH MANAGEMENT, LLC?
TRB WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TRB WEALTH MANAGEMENT, LLC

Linda Lorraine Roberts
HARLINGEN, TX
Robert Raimond Farris
HARLINGEN, TX
Brian Cafferky
HOUSTON, TX
John Lee Tippit
HARLINGEN, TX

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