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RT

Robert J. Trenham

KELLY PARK INVESTMENT
FT. LAUDERDALE, FL
Some features on this profile are disabled
CRD#: 4429662
RT

Professional summary

Robert Joseph Trenham, who also goes by Robert J Trenham, is a registered financial advisor currently at KELLY PARK INVESTMENT LLC located in Ft. Lauderdale, Florida and COMPASS SECURITIES CORPORATION located in Tequesta, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Robert has worked at 10 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert J Trenham

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Trenham'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

April 2, 2026 - Present

KELLY PARK INVESTMENT LLC

RIA
CRD#: 299882
FT. LAUDERDALE, FL
Current

July 22, 2024 - Present

COMPASS SECURITIES CORPORATION

BD
CRD#: 16168
TEQUESTA, FL
Past

May 20, 2022 - November 6, 2023

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
Naples, FL
Past

April 2, 2019 - February 27, 2020

WALTON RE SECURITIES, LLC

BD
CRD#: 172024
SCOTTSDALE, AZ
Past

November 3, 2017 - April 8, 2019

TOCQUEVILLE SECURITIES L.P.

BD
CRD#: 26001
Vero Beach, FL
Past

February 4, 2017 - October 26, 2017

ALT FUND DISTRIBUTORS LLC

BD
CRD#: 146547
NEW YORK, NY
Past

January 4, 2011 - November 4, 2016

WALTON SECURITIES, INC.

BD
CRD#: 143763
SCOTTSDALE, AZ
Past

July 29, 2009 - January 10, 2011

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
PHILADELPHIA, PA
Past

July 29, 2009 - January 10, 2011

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PHILADELPHIA, PA
Past

December 19, 2006 - May 11, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

RIA
CRD#: 145
RADNOR, PA
Past

December 18, 2006 - May 11, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
RADNOR, PA
Past

December 3, 2002 - December 7, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

October 4, 2001 - December 7, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PENNINGTON, NJ

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".
KP
KELLY PARK INVESTMENT LLC
KELLY PARK CAPITAL | KELLY PARK INVESTMENT LLC | KELLY PARK CAPITAL MANAGEMENT LLC | KELLY PARK CAPITAL (KPC)

CRD#: 299882 / SEC#: 801-114996

RIA
Registered Investment Advisory firm - (4/16/2019 Approved)

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
Florida
(8/6/2024)
IAR
Florida
(4/2/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/25/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/20/2022
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/1/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/3/2001
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KP
KELLY PARK INVESTMENT LLC
KELLY PARK CAPITAL | KELLY PARK INVESTMENT LLC | KELLY PARK CAPITAL MANAGEMENT LLC | KELLY PARK CAPITAL (KPC)

CRD#: 299882 / SEC#: 801-114996

RIA
Registered Investment Advisory firm - (4/16/2019 Approved)
PREMIUM
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Contact information

Main Address
1185 Avenue Of The Americas 3rd Floor, New York, NY 10036
Mailing Address
Phone number
(212) 710-4111
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

KELLY PARK INVESTMENT BROCHURE 2025 MARCH (4/1/2025)

Regulatory assets under management

Total Number of Accounts3
AUM (Assets Under Management)$ 186,200,000

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

KELLY PARK INVESTMENT LLC

CRD#: 299882Ft. Lauderdale, FL

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