Einar Trosdal, financial advisor Ridgeland SC
83 score

Einar Trosdal

CRD Number: 1227205
Current Firm: Dividend Assets Capital, LLC

Einar Trosdal (CRD# 1227205) is an Investment Advisor Representative working at Dividend Assets Capital, LLC in Ridgeland, SC and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Dividend Assets Capital, LLC Bluffton, SC Jan 2004 - Current 12
Certus Securities, Inc. Atlanta, GA Jul 2013 - Oct 2015 2
Winslow, Evans & Crocker, Inc. Boston, MA Jan 2008 - Jun 2013 5
Investors Capital Corp. Bluffton, SC Mar 2004 - Dec 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1996
S65 NASAA Investment Advisors Law Examination Nov 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Einar S. Trosdal
Phone Number: 843.645.9700
Registered State(s):
  • GA
  • MD
  • SC
  • NJ
  • PA
  • VA
By the Numbers
  • Total Assets Under Management
    4,168
    MILLIONS
  • Total Number of Accounts
    812
    ACCOUNTS
  • Average Account Value
    $5,133,389
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, IL, KY, LA, MA, MD, ME, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA

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BADGES
83

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