Trent A. Schlauch
Professional summary
Trent Andrew Schlauch, who also goes by Trent Schlauch, is a registered financial advisor currently at SUNDIAL CAPITAL MANAGEMENT, L.P. .
Trent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Trent has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Trent Andrew Schlauch's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 11, 2010 - Present
SUNDIAL CAPITAL MANAGEMENT, L.P.
May 22, 2007 - October 2, 2008
EDWARD JONES
March 28, 2007 - October 2, 2008
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/11/2010)
Exams
Current Firm
SUNDIAL CAPITAL MANAGEMENT, L.P.
CRD#: 117461 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 303,844 |
Red Flags
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