VT
Victor W. Trebules
LANDOLT SECURITIES
Rockville, MD
Some features on this profile are disabled
CRD#: 4214235
VT
Professional summary
Victor Walter Trebules III, CFP®, who also goes by VIctor Walter Trebules, is a registered financial advisor currently at LANDOLT SECURITIES, INC. located in Rockville, Maryland.
Victor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Victor has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 24 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Victor Walter Trebules
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Victor Walter Trebules III's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Victor Walter Trebules III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
April 12, 2024 - Present
LANDOLT SECURITIES, INC.
RIA
BD
CRD#: 28352
Rockville, MD
Current
April 3, 2013 - Present
LANDOLT SECURITIES, INC.
Office #1: 900 North Shore Drive Suite 279, Lake Bluff, IL 60044RIA
BD
CRD#: 28352
Lake Bluff, IL
Past
November 2, 2011 - March 27, 2013
ALLEGHENY INVESTMENTS, LTD.
BD
CRD#: 7597
PITTSBURGH, PA
Past
November 25, 2004 - September 9, 2011
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
CHARLOTTE, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/25/2021)
RR
California(4/9/2013)
RR
Connecticut(4/17/2013)
RR
District of Columbia(4/3/2013)
RR
Florida(4/11/2013)
RR
Georgia(6/5/2015)
RR
Illinois(4/9/2013)
IAR
Illinois(4/12/2024)
RR
Maine(4/17/2019)
RR
Maryland(4/3/2013)
RR
Minnesota(4/9/2013)
RR
Missouri(11/19/2013)
RR
New Hampshire(8/29/2017)
RR
New Jersey(4/11/2013)
RR
New York(4/11/2013)
RR
North Carolina(3/16/2015)
RR
Ohio(6/28/2021)
RR
Pennsylvania(4/9/2013)
RR
South Dakota(1/2/2014)
RR
Texas(4/8/2013)
IAR
Texas(9/10/2025)
RR
Virginia(4/3/2013)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LS
LANDOLT SECURITIES, INC.
FISN | TORII ASSET MANAGEMENT | TK CHEN FINANCIAL SERVICES LLC | THE WEALTH PROTECTION GROUP LLC | THE WEALTH PROTECTION GROUP | LESLIE FINANCIAL LLC | LANDOLT SECURITIES, INC.
CRD#: 28352 / SEC#: , 8-43645
Illinois
Registered Investment Advisory firm - SEC (10/10/2006 Approved)Indiana
Registered Investment Advisory firm - SEC (3/23/2020 Approved)North Carolina
Registered Investment Advisory firm - SEC (8/16/2017 Approved)Ohio
Registered Investment Advisory firm - SEC (7/6/2017 Approved)Texas
Registered Investment Advisory firm - SEC (4/28/2020 Approved)Wisconsin
Registered Investment Advisory firm - SEC (3/26/2002 Approved)Wyoming
Registered Investment Advisory firm - SEC (7/25/2017 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
900 North Shore Drive Suite 279, Lake Bluff, IL 60044
Mailing Address
900 North Shore Drive Suite 279, Lake Bluff, IL 60044
Phone number
(847) 838-5151
Established
Wisconsin since 11/09/1989
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees
11
FINRA licenses (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 279 |
| AUM (Assets Under Management) | $ 105,626,273 |
Disclosures
| Regulatory Event | 4 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
