Robert Trenham
Robert Trenham is a registered investment advisor at Kelly Park Investment LLC, based in Ft. Lauderdale, FL, with 21 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments. Their firm serves 2 clients with $140M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Ft. Lauderdale, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kelly Park Investment LLC
Compass Securities Corporation
Compass Securities CorporationBroker
Previous Registrations
Quasar Distributors, LLCBroker
Ei Capital Distributors, LLCBroker
Tocqueville Securities L.P.Broker
Alt Fund Distributors LLCBroker
Walton Securities, INC.Broker
PNC Investments
PNC InvestmentsBroker
Lincoln Financial Distributors, INC.
Lincoln Financial Distributors, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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