Trey Daniel Roach

Employer firm

The Dala Group, LLC CRD 291828

$265M regulatory AUM 21 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2023 → 08/2023
  Kapco Futures
  Elgin, IL
• 09/2021 → 08/2024
  North Central College
  Naperville, IL
• 06/2021 → 08/2021
  Hyvee
  Sycamore, IL
• 08/2020 → 05/2021
  Education
  Naperville, IL
• 05/2017 → 08/2020
  Acquaviva Winery
  Maple Park, IL
• 10/2024 → Present
  The Dala Group, Llc
  Hoffman Estates, IL
• 09/2014 → 05/2017
  Education
  Naperville, IL

Other Businesses

Insurance Licensed Life and Health

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-26