Tro Achekian
Professional Summary
Tro Achekian is a registered financial advisor currently at WILLIAM O'NEIL SECURITIES located in Los Angeles, California. Tro is registered as a RR (Registered Representative) and started their career in finance in 2024. Tro has worked at 1 firm and has passed the Series 27 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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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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Years of Experience
2 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
O'NEIL SECURITIES INCORPORATED | WILLIAM O'NEIL SECURITIES INCORPORATED | WILLIAM O'NEIL SECURITIES | WILLIAM O'NEIL & COMPANY, INCORPORATED | WILLIAM O'NEIL & CO., INCORPORATED | WILLIAM O'NEIL & CO. INCORPORATED | O'NEIL SECURITIES, INCORPORATED
Contact Information
Main Address
211 Congress Street 5th Floor Suite B, Boston, MA, 02110Mailing Address
211 Congress Street 5th Floor Suite B, Boston, MA, 02110Phone Number
(617) 936-8584Established
California since 11/07/1963Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Tro Achekian's CRS (Customer Relationship Summary).
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