Esteban Trevino, financial advisor Deerfield IL
89 score

Esteban Trevino

CRD Number: 6147018
Current Firm: The Ayco Company,l.p.

Esteban Trevino (CRD# 6147018) is an Investment Advisor Representative working at The Ayco Company,l.p. in Deerfield, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Lake Forest, IL Aug 2012 - Current 4
Unemployed Milwuakee, WI Jun 2012 - Aug 2012 < 1
Hudson Legal Chicago, IL Jan 2011 - May 2012 1
Centro Legal Milwaukee, WI Feb 2010 - Feb 2011 1
Unemployed Milwaukee, WI Jun 2009 - Feb 2010 < 1
University Of Minnesota Law School Minneapolis, MN Aug 2006 - May 2009 2
Jardine Logan & O'brien Lake Elmo, MN May 2007 - Mar 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2013
Contact Info for Esteban A. Trevino
Phone Number: 518-886-4000
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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