Roberto Trejo, financial advisor San Jose CA
90 score

Roberto Trejo

CRD Number: 6050826
Current Firm: Client One Securities LLC

Roberto Trejo (CRD# 6050826) is an Investment Advisor Representative working at Client One Securities LLC in San Jose, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Client One Secuirites, LLC Leawood, KS Apr 2012 - Current 4
Pluris Financial Fremont, CA Jan 2007 - Current 10
Volkswagen San Jose, CA Oct 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2013
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Roberto A. Trejo
Phone Number: 913-814-6097
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    263
    MILLIONS
  • Total Number of Accounts
    2,124
    ACCOUNTS
  • Average Account Value
    $123,641
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MN, MO, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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