Keith Eugene Trotman
Professional Summary
Keith Eugene Trotman was a registered financial advisor. Keith was a previously registered financial professional and started their career in finance 1977 - 2016. Keith had worked at 4 firms and has passed the Series 63, Series 41, Series 7, Series 40 and Series 12 exams.
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
No current employment
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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
49 years in the financial services industry
Current & Past Employments
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Current Firm
CHILTON CAPITAL MANAGEMENT LLC | CHILTON CAPITAL MANAGEMENT, LLC | CHILTON CAPITAL MANAGEMENT LP
Contact Information
Main Address
1177 West Loop South Suite 1200, Houston, TX 77027-9062Phone Number
(713) 650-1995# of Employees
27SEC notice filing (22 States and Territories)
Registered to provide investment advisory services in 22 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,166AUM (Assets Under Management)
$3,233,678,496Similar Advisors
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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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Primary Firm SEC Registration
CHILTON CAPITAL MANAGEMENT LLC | CHILTON CAPITAL MANAGEMENT, LLC | CHILTON CAPITAL MANAGEMENT LP
State Registrations and Notice Filings
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 41 — NYSE Allied Member Examination
Passed Aug 1980Series 40 — Registered Principal Examination
Passed Jun 1978Series 12 — NYSE Branch Manager Examination
Passed Oct 1977Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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