Anthony Trias (CRD# 4702898) is an Investment Advisor Representative working at Equitable Advisors, LLC in San Rafael, CA and has over 14 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Sep 2017 - Current | 6 |
| Axa-advisors, LLC | New York, NY | Sep 2017 - Jun 2020 | 2 |
| Tiaa | San Francisco, CA | Aug 2016 - Sep 2017 | 1 |
| Tiaa-cref Individual & Institutional Services, LLC | San Francisco, CA | Aug 2016 - Sep 2017 | 1 |
| Sagepoint Finaicial, Inc. | San Francisco, CA | Feb 2016 - Jun 2016 | < 1 |
| Cullen Financial Advisors | San Francisco, CA | Feb 2016 - Jun 2016 | < 1 |
| Prudential Insurance Company Of America | San Francisco, CA | Sep 2009 - Feb 2016 | 6 |
| Pruco Securities, LLC | San Francisco, CA | Sep 2009 - Feb 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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