Troy Mailloux (CRD# 5294407) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 16 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Ameritrade, Inc. | Marco Island, FL | Jul 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Boca Raton, FL | Jan 2021 - Current | 3 |
| Td Ameritrade | Naples, FL | Dec 2019 - Jan 2021 | 1 |
| Charles Schwab & Company, Inc. | Boca Raton, FL | Dec 2016 - Nov 2019 | 2 |
| Capitalrock Financial, LLC | Naples, FL | Aug 2015 - Jan 2017 | 1 |
| Platinum Wealth Partners, Inc. | Tampa, FL | May 2016 - Oct 2016 | < 1 |
| Capitalrock Investments, LLC | Naples, FL | Jan 2013 - Oct 2016 | 3 |
| Quantitative Investment Decisions LLC | Naples, FL | Jan 2015 - Mar 2016 | 1 |
| Purshe Kaplan Sterling | Albany, NY | Mar 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
| S63 | Uniform Securities State Law Examination | May 2017 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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