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Robert Charles Trier

Equitable Advisors, LLC

Bala Cynwyd, PA

Lansdale, PA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-07
PA RA APPROVED 2020-10-07
  • TX RA
    APPROVED_RES
    Since 2021-01-07
  • PA RA
    APPROVED
    Since 2020-10-07

Branch Locations

1 Belmont Avenue Ste. 1100, Bala Cynwyd, PA 19004 • United States

Lansdale, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Haverford Trust Securities, Inc. Radnor PA 05/2013 08/2020
The Haverford Trust Company Radnor PA 05/2013 08/2020
Equitable Advisors, Llc New York NY 09/2020 Present
Equitable Advisors, Llc New York NY 10/2020 Present
Unemployed Conshohocken PA 09/2020 09/2020
  • 05/2013 → 08/2020
    Haverford Trust Securities, Inc.
    Radnor, PA
  • 05/2013 → 08/2020
    The Haverford Trust Company
    Radnor, PA
  • 09/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 10/2020 → Present
    Equitable Advisors, Llc
    New York, NY
  • 09/2020 → 09/2020
    Unemployed
    Conshohocken, PA
Other Businesses

1) POA FOR ROBERT C. TRIER III, 1210 SPRING MEADOW LANE LANSDALE, PA 19446, START DATE: 6/1/24, 1 HR PER MO;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-24
  • S66 Uniform Combined State Law Examination
    2016-06-24
Other Names
  • Robert C. Trier
  • Robert Trier
  • Robert Trier
  • Robert Charles Trier
  • Robert Charles Trier

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHILADELPHIA, PA
OSAIC WEALTH, INC. · Bala Cynwyd, PA
EQUITABLE ADVISORS, LLC · BALA CYNWYD, PA
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