David Trott, financial advisor Milton MA

David Trott

CRD Number: 1309964
Current Firm: Aragorn Ltd.

David Trott (CRD# 1309964) is an Investment Advisor Representative working at Aragorn Ltd. in Milton, MA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Aragorn,ltd. Braintree, MA Sep 1985 - Current 38
Self Employed Braintree, MA Sep 1978 - Current 45
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Nov 1997
Contact Info for David C. Trott
Phone Number: 617-322-1735
Registered State(s):
  • MA
Current Firm Details
Aragorn Ltd.
Firm's CRD Number: 129380
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $305,142
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Types of Clients
Registered States

MA

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