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CT

Cynthia Trillo

GOLDMAN SACHS CUSTODY SOLUTIONS
Salt Lake City, UT 84101
Some features on this profile are disabled
CRD#: 5577678
CT

Professional summary

Cynthia Trillo, who also goes by Cynthia L Trillo, Cynthia Lyn Trillo, is a registered financial professional currently at GOLDMAN SACHS CUSTODY SOLUTIONS located in Salt Lake City, Utah.

Cynthia is registered as a RR (Registered Representative) and started their career in finance in 2014. Cynthia has worked at 2 firms and has passed the SIE, Series 99 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Cynthia L Trillo | Cynthia Lyn Trillo

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) - BD

Click below to view Cynthia Trillo'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

November 2, 2021 - Present

GOLDMAN SACHS CUSTODY SOLUTIONS

Office #1: 222 South Main Street, Salt Lake City, UT 84101
BD
CRD#: 48015
Salt Lake City, UT
Past

April 1, 2014 - October 28, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 99
Date: 4/1/2014
Operations Professional Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/8/2024
Financial and Operations Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

GS
GOLDMAN SACHS CUSTODY SOLUTIONS
DIRECTINDEXER | VIA FOLIO | GOLDMAN SACHS CUSTODY SOLUTIONS | FOLIO[FN] INVESTMENTS, INC. | FOLIOTRADE BROKERAGE LLC | FOLIOFN INVESTMENTS, INC. | FOLIOFIRST | FOLIO RESEARCH, LLC | FOLIO RESEARCH | FOLIO INVESTMENTS, INC. | FOLIO INVESTING | FOLIO INSTITUTIONAL | FOLIO CLIENT

CRD#: 48015 / SEC#: , 8-52009

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Mailing Address
8180 Greensboro Dr 8th Floor, Mclean, VA 22102
Phone number
(703) 245-4000
Established
Virginia since 01/10/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FOLIO FINANCIAL, INC. (D/B/A GOLDMAN SACHS CS HOLDINGS)100 % SHAREHOLDER
AKINOLA, TEMIDAYODIRECTOR7022068
ARNOLD, EDWARD RAYMONDCHIEF COMPLIANCE OFFICER1876464
EISENSTEIN, JEREMY SCHIEF EXECUTIVE OFFICER & PRESIDENT4972748
FYFFE, JAMES COMPEAUCHIEF FINANCIAL OFFICER, FINOP & PFO2619159
GERAGHTY, PETER RICHARDGENERAL COUNSEL4930752
KHANNA, SAATWIKDIRECTOR4885372
SIEGLER, ADAM JAMESDIRECTOR5112351
TRILLO, CYNTHIACOO, POO & DIRECTOR5577678

Disclosures

Regulatory Event7
Arbitration1

Red Flags

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Company Information

GOLDMAN SACHS CUSTODY SOLUTIONS

CRD#: 48015Salt Lake City, UT 84101

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