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CT

Carl S. Trent

GOLDEN RESERVE RETIREMENT
CINCINNATI, OH 45242
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CRD#: 4263876
CT
Carl Scott TrentGOLDEN RESERVE RETIREMENT

Professional summary

Carl Scott Trent, who also goes by Carl S Trent, Carl Scott Trent, Scott Trent, is a registered financial advisor currently at GOLDEN RESERVE RETIREMENT, LLC located in Cincinnati, Ohio.

Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Carl has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.

At a Glance

Always Fiduciary

Aliases

Carl S Trent | Carl Scott Trent | Scott Trent

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.
Licensed Insurance Agent through Golden Reserve, LLC - Investment Related - at reported business location(s) - Commissionable Insurance and annuity sales - Start Date: 07/2026 - Retirement Planner - Golden Reserve, LLC is affiliated with Golden Reserve Retirement, LLC - 160 Hours/month devoted to other business - 6.5 Hours/month devoted to other business during securities trading hours - As a licensed insurance agent, recommend, sale and service of insurance products and fixed annuities through firm's affiliated insurance entity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Scott Trent's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 17, 2026 - Present

GOLDEN RESERVE RETIREMENT, LLC

Office #1: 9545 Kenwood Road Suite 204, Cincinnati, OH 45242
RIA
CRD#: 283588
CINCINNATI, OH
Past

June 1, 2022 - July 14, 2026

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CINCINNATI, OH
Past

May 31, 2022 - July 14, 2026

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CINCINNATI, OH
Past

October 24, 2019 - May 25, 2022

W&S BROKERAGE SERVICES, INC.

RIA
CRD#: 8099
WEST CHESTER, OH
Past

October 24, 2019 - May 25, 2022

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
WEST CHESTER, OH
Past

July 26, 2018 - October 15, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
CINCINNATI, OH
Past

July 19, 2018 - October 15, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
CINCINNATI, OH
Past

July 5, 2016 - July 3, 2018

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CINCINNATI, OH
Past

September 19, 2014 - July 3, 2018

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
CINCINNATI, OH
Past

May 13, 2014 - August 29, 2014

OSAIC SERVICES, INC.

BD
CRD#: 133763
Cincinnati, OH
Past

May 9, 2013 - February 11, 2014

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CINCINNATI, OH
Past

March 14, 2013 - February 11, 2014

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
CINCINNATI, OH
Past

August 6, 2010 - March 4, 2013

SECURITIES MANAGEMENT & RESEARCH, INC.

BD
CRD#: 759
CINCINNATI, OH
Past

December 5, 2007 - December 22, 2008

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
CINCINNATI, OH
Past

April 25, 2005 - March 30, 2007

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
MT ORAB, OH
Past

October 12, 2000 - February 12, 2002

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Ohio
(7/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/18/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/21/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 4/22/2005
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 26
Date: 11/19/2010
Investment Company Products/Variable Contracts Principal Examination

Current Firm

GR
GOLDEN RESERVE RETIREMENT, LLC
GOLDEN RESERVE | GOLDEN RESERVE, LLC | GOLDEN RESERVE RIA, LLC | GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588 / SEC#: 801-121383

RIA
Registered Investment Advisory firm - (6/2/2021 Approved)
Ohio
Registered Investment Advisory firm - (6/30/2021 Terminated)
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Contact information

Main Address
270 Bradenton Avenue, Dublin, OH 43017
Mailing Address
Phone number
(855) 456-4777
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A-GOLDEN RESERVE, LLC (1/2/2026)

Regulatory assets under management

Total Number of Accounts2,183
AUM (Assets Under Management)$ 310,932,597

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.

Company Information

GOLDEN RESERVE RETIREMENT, LLC

CRD#: 283588Cincinnati, OH 45242

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