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Phillip Alegre Asuelo

Trajan Wealth, L.L.C.

Scottsdale, AZ

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Current Employers
Trajan Wealth, L.L.C.

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-06
  • AZ RA
    APPROVED
    Since 2025-03-06

Branch Locations

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255 • 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
The Vanguard Group, Inc. Scottsdale AZ 06/2022 02/2025
Arizona State University Tempe AZ 08/2018 05/2022
Northwestern Mutual Gilbert AZ 05/2021 08/2021
Target Tempe AZ 06/2020 08/2020
South Kitsap High School Port Orchard WA 09/2015 06/2018
Dairy Queen Port Orchard WA 06/2017 07/2018
Pacsun Silverdale WA 11/2016 05/2017
Dairy Queen Port Orchard WA 05/2019 07/2019
Trajan Wealth, Llc Scottsdale AZ 02/2025 Present
  • 06/2022 → 02/2025
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2018 → 05/2022
    Arizona State University
    Tempe, AZ
  • 05/2021 → 08/2021
    Northwestern Mutual
    Gilbert, AZ
  • 06/2020 → 08/2020
    Target
    Tempe, AZ
  • 09/2015 → 06/2018
    South Kitsap High School
    Port Orchard, WA
  • 06/2017 → 07/2018
    Dairy Queen
    Port Orchard, WA
  • 11/2016 → 05/2017
    Pacsun
    Silverdale, WA
  • 05/2019 → 07/2019
    Dairy Queen
    Port Orchard, WA
  • 02/2025 → Present
    Trajan Wealth, Llc
    Scottsdale, AZ
Previous Registrations
Other Businesses

Insurance Agent - Phillip will spend approx 30hr of his time monthly soliciting Insurance business related to his position at Trajan

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-15
  • S66 Uniform Combined State Law Examination
    2022-08-15
Designations
Other Names
  • Phillip Alegre Asuelo
  • Phil Alegre Asuelo
  • Phillip Asuelo
  • Alegre Asuelo
  • Alegre Phillip Asuelo

View on SEC IAPD

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Other Investors

GARY TODD STRINGER
SHAUN ELIZABETH BRACKEN
KENNETH ROY BLACKBURN
MARC ALAN NORMANN
Susanne T Gibo
PAUL JOSEPH SEIDMAN
JARON DAVID CARMICHAEL
HUSSEIN ELGOHARY

Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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