Truy Tran
CFP®Professional Summary
Truy Tran, CFP®, who also goes by Truy N Tran, Truy Nguyen-anh Tran, Truy Tran, Tree Tran, Truy Nguyen Anh Tran, is a registered financial advisor currently at ONE GROWTH SECURITIES LLC located in Wilmington, Delaware. Truy is registered as a RR (Registered Representative) and started their career in finance in 2015. Truy has worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 52, Series 7, Series 4, Series 53...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Truy N Tran, Truy Nguyen-Anh Tran, Truy Tran, Tree Tran, Truy Nguyen Anh Tran
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
DRIVELOYALTY | ONE GROWTH SECURITIES LLC | DRIVELOYALTY LLC
Contact Information
Main Address
3411 Silverside Rd, Tatnall Building, Suite 104, Wilmington, DE 19810Mailing Address
3411 Silverside Rd, Tatnall Building, Suite 104, Wilmington, DE 19810Phone Number
(646) 389-9802Established
New Jersey since 12/18/2017Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(11/14/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Truy Tran's CRS (Customer Relationship Summary).
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