TU
Trennon Udall
SEVENSUEDE INVESTMENT ADVISOR
Mesa, AZ
CRD#: 7492056
TU
Professional summary
Trennon Udall is a registered financial advisor currently at SEVENSUEDE INVESTMENT ADVISOR located in Mesa, Arizona.
Trennon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Trennon has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Trennon Udall'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®
NoneExperience
Current
January 19, 2023 - Present
SEVENSUEDE INVESTMENT ADVISOR
RIA
CRD#: 298115
Mesa, AZ
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
Arizona(1/19/2023)
Current Firm
SI
SEVENSUEDE INVESTMENT ADVISOR
SEVENSUEDE INVESTMENT ADVISOR | SEVENSUEDE INVESTMENT ADVISOR LLC
CRD#: 298115 / SEC#:
Arizona
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Contact information
Main Address
Gilbert, AZ
Mailing Address
Phone number
(602) 492-7672
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 130 |
| AUM (Assets Under Management) | $ 15,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
