Philippe Emmanuel Trouillot

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2014 → 11/2016
  Wells Fargo Advisors, Llc
  Sarasota, FL
• 11/2016 → 08/2020
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
• 08/2020 → 02/2024
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 08/2020 → Present
  Cetera Investment Advisers Llc
  Daphne, AL
• 06/2022 → Present
  Heritage Point Properties
  Lexington, KY
• 10/2023 → Present
  Keller Willliams Bluegrass Realty
  Lexington, KY
• 02/2024 → Present
  Cetera Investment Services Llc
  Saint Cloud, MN
• 02/2024 → Present
  Alabama Credit Union
  Daphne, AL

Previous Registrations

• 2014-10-06 → 2020-10-08
  Wells Fargo Clearing Services, Llc
  Sarasota, FL
  Naples, FL
  Port Charlotte, FL
  Port Charlotte, FL
  Rotonda West, FL
  Port Charlotte, FL

Other Businesses

1. BOARDMEMBER OF MULHERIN HOME; ATTEND QUARTERLY MEETINGS. 2. PLANNING COMMITTEE MEMBER FOR NATIONAL WILD TURKEY FEDERATION BEARD BUSTERS, DUAL SIGNOR ON CHAPTER CHECKS, 30/MINS/WK.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-04

Other Names

• Philippe Emmaneul Trouillot