Entrust Financial LLC

Entrust Financial LLC (CRD# 174694) is a financial advisory firm headquartered in Wayne, PA. They manage $266,041,604 in 806 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
487 Devon Park Drive, Suite 216, Wayne, PA 19087
https://www.balancingactbook.com
By the Numbers
  • Total Assets Under Management
    266
    MILLION
  • Total Number of Accounts
    806
    ACCOUNTS
  • Average Account Value
    $330,076
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, LA, MA, NC, NJ, PA, TX

Financial Advisors at Entrust Financial LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jennifer Bravo, financial advisor Wayne PA
Jennifer M. Bravo
CRD#: 5857778
487 Devon Park Drive, Suite 216, Wayne, PA 19087

Jennifer Bravo (CRD# 5857778) is an Investment Advisor Representative working at Entrust Financial LLC in Wayne, PA and has over 12 years of experience in the finance industry.

2
Joslyn Ewart, financial advisor Wayne PA
Joslyn G. Ewart
CRD#: 2232801
487 Devon Park Drive, Suite 216, Wayne, PA 19087

Joslyn Ewart (CRD# 2232801) is an Investment Advisor Representative working at Entrust Financial LLC in Wayne, PA and has over 27 years of experience in the finance industry.

3
Mckenzie Frankel, financial advisor Wayne PA
Mckenzie J. Frankel
CRD#: 4991378
487 Devon Park Drive, Suite 216, Wayne, PA 19087

Mckenzie Frankel (CRD# 4991378) is an Investment Advisor Representative working at Entrust Financial LLC in Wayne, PA and has over 18 years of experience in the finance industry.

4
Joseph Martinez, financial advisor Wayne PA
Joseph Martinez
CRD#: 5541551
487 Devon Park Drive, Suite 216, Wayne, PA 19087

Joseph Martinez (CRD# 5541551) is an Investment Advisor Representative working at Entrust Financial LLC in Wayne, PA and has over 13 years of experience in the finance industry.

5
Jay Llewelyn, financial advisor Wayne PA
Jay G. Llewelyn
CRD#: 6666235
487 Devon Park Drive, Suite 216, Wayne, PA 19087

Jay Llewelyn (CRD# 6666235) is an Investment Advisor Representative working at Entrust Financial LLC in Wayne, PA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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