Roberto A. Trejo

ENTRUST INVESTMENT SERVICES,

Campbell, CA 95008

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CRD#: 6050826

Professional summary

Roberto Antonio Trejo, who also goes by Robert Trejo, is a registered financial advisor currently at ENTRUST INVESTMENT SERVICES, INC located in Campbell, California.

Roberto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Roberto has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Trejo

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.

Legal name of business: Coeus Financial & Insurance Services Inc.; Is the business investment related: Yes; Location of the business: 1901 S BASCOM AVE SUITE 1150 CAMPBELL CA 95008 USA; Description of the business: Insurance agency; Position Title: Managing Director; Responsibilities Duties: Recommending and placing life and annuity products.; Start date with business: 2013-07-05; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 30;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roberto Antonio Trejo'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

April 4, 2023 - Present

ENTRUST INVESTMENT SERVICES, INC

Office #1: 1901 S Bascom Ave Ste 1530, Campbell, CA 95008

RIA

CRD#: 324860

Campbell, CA

Past

November 28, 2018 - December 7, 2023

EMERALD BLUE ADVISORS

RIA

CRD#: 166113

San Jose, CA

Past

May 3, 2013 - December 31, 2018

CREATIVEONE SECURITIES, LLC

CRD#: 152974

SAN JOSE, CA

Past

April 3, 2012 - December 31, 2018

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

SAN JOSE, CA

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".

ENTRUST INVESTMENT SERVICES, INC

ENTRUST INVESTMENT SERVICES, INC | ENTRUST INVESTMENT SERVICES, LLC

CRD#: 324860 / SEC#: 801-127318

RIA

Registered Investment Advisory firm - (4/16/2024 Approved)

California

Registered Investment Advisory firm - (6/2/2023 Approved)

Michigan

Registered Investment Advisory firm - (2/9/2023 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.

Highlighted states indicate IAR registrations

IAR

California
(6/2/2023)

IAR

Michigan
(4/4/2023)

IAR

New Hampshire
(4/19/2024)

IAR

Washington
(4/16/2024)

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

Series 63

Date: 5/17/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/14/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/2/2013

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ENTRUST INVESTMENT SERVICES, INC

ENTRUST INVESTMENT SERVICES, INC | ENTRUST INVESTMENT SERVICES, LLC

CRD#: 324860 / SEC#: 801-127318

RIA

Registered Investment Advisory firm - (4/16/2024 Approved)

California

Registered Investment Advisory firm - (6/2/2023 Approved)

Michigan

Registered Investment Advisory firm - (2/9/2023 Approved)

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Contact information

Main Address

1901 S Bascom Avenue Suite 1150, Campbell, CA 95008

Mailing Address

Phone number

(408) 429-8444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENTRUST INVESTMENT SERVICES, LLC FORM ADV PART 2 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	403
AUM (Assets Under Management)	$ 118,318,151

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.

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Advisor Monitoring

Firm Stability Insights

Roberto A. Trejo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Roberto Antonio Trejo's CRS (Customer Relationship Summary).

Certified licenses

Experience

EMERALD BLUE ADVISORS

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

Primary Firm SEC Registration

ENTRUST INVESTMENT SERVICES, INC

State Registrations and Notice Filings

Exams

Series 63

Date: 5/17/2013

Series 65

Date: 11/14/2011

SIE

Date: 10/1/2018

Series 6

Date: 5/2/2013

Current Firm

ENTRUST INVESTMENT SERVICES, INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENTRUST INVESTMENT SERVICES, INC

TRUST BUT VERIFY

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