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Trevor Lee Asch

Equitable Advisors, LLC

Folsom, CA

CRD 7267759

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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:

Current Employers
Equitable Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-02-20
  • CA RA
    APPROVED
    Since 2021-02-20

Branch Locations

81 Blue Ravine Road Suite 100, Folsom, CA 95630 • 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
Enterprise Holdings Inc Sacramento CA 05/2014 06/2020
Equitable Advisors, Llc New York NY 06/2020 Present
  • 05/2014 → 06/2020
    Enterprise Holdings Inc
    Sacramento, CA
  • 06/2020 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-02
  • S66 Uniform Combined State Law Examination
    2021-02-02
Other Names
  • Trevor Borgschatz

View on SEC IAPD

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