Bryan K. Trochessett

SAN BLAS CAPITAL

Port St. Joe, FL

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CRD#: 4403771

Professional summary

Bryan Kevin Trochessett is a registered financial advisor currently at SAN BLAS CAPITAL, LLC located in Port St. Joe, Florida.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Bryan has worked at 3 firms and has passed the Series 66, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Bayview Home Financing, LLC; not investment related; 108 Conch Street, Port St. Joe, FL 32456; mortgage brokerage; owner/loan originator; 8/13/2019; 15; 5; I help people obtain home loans when they are either purchasing or wanting to refinance.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Kevin Trochessett'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®

None

Experience

Current

July 18, 2006 - Present

SAN BLAS CAPITAL, LLC

RIA

CRD#: 140971

Port St. Joe, FL

Past

August 9, 2013 - March 17, 2014

MONEY PROFESSIONALS, LLC

RIA

CRD#: 132080

PENSACOLA, FL

Past

July 30, 2001 - April 13, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

NAPLES, FL

Past

July 27, 2001 - April 13, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NAPLES, FL

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

Florida
(7/18/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/9/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 2/3/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/25/2001

General Securities Representative Examination

Current Firm

SAN BLAS CAPITAL, LLC

CHANDELEUR INVESTMENT CONSULTING, LLC | SAN BLAS CAPITAL, LLC

CRD#: 140971 / SEC#:

Florida

Registered Investment Advisory firm - (7/18/2006 Approved)

Mississippi

Registered Investment Advisory firm - (12/23/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Port St. Joe, FL

Mailing Address

Phone number

(850) 591-8140

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	36
AUM (Assets Under Management)	$ 16,300,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Bryan K. Trochessett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Kevin Trochessett's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAN BLAS CAPITAL, LLC

MONEY PROFESSIONALS, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 8/9/2001

Series 31

Date: 2/3/2005

Series 7

Date: 7/25/2001

Current Firm

SAN BLAS CAPITAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SAN BLAS CAPITAL, LLC

TRUST BUT VERIFY

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