RT
RT

Robert Trujillo

13 Years of Experience
Irvine, CA
Broker

Robert Trujillo is a registered investment advisor, based in Irvine, CA, with 13 years of industry experience.

Location

2211 Michelson, Suite 470, Irvine, CA, 92612

Get directions

History

Regulatory History
Clean regulatory record

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 →
Other Business Activities

Robert is a registered investment advisor with The Baldwin Group Wealth Advisors, LLC, dedicating nearly full-time hours to this role. He also works as a registered representative with Equitable Advisors, LLC for about 10-20% of his time and is the Treasurer of Tru Real Estate Solutions Inc., a rental property entity.

Employment History
Current Registrations
Lasalle St Securities, L.L.C.Broker
February 2026 - Present · 3 mos
Lasalle St Securities, L.L.C.
February 2026 - Present · 3 mos
The Baldwin Group Wealth Advisors, LLC
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
The Baldwin Group Securities, LLCBroker
June 2025 - January 2026 · 7 mos
Equitable Advisors, LLCBroker
May 2015 - June 2025 · 10 yrs 1 mo
J.P. Morgan Securities LLCBroker
August 2014 - May 2015 · 9 mos
LPL Financial LLCBroker
September 2013 - July 2014 · 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - September 2013 · 11 mos
Chase Investment Services CORP.Broker
May 2012 - October 2012 · 5 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Robert Trujillo - Financial Advisor | TrueAdvisor