Tripp Evan Turchik

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:

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

Current Employers

Employment History

• 06/2023 → Present
  Equitable Advisors, Llc
  New York, NY
• 08/2016 → 05/2020
  University Of Arizona
  Tucsson, AZ
• 05/2016 → 10/2021
  Accurate Electric Service
  Mt Prospect, IL
• 10/2021 → 01/2022
  Merrill Edge/Merrill Lynch
  Rolling Meadows, IL
• 02/2022 → 07/2023
  Accurate Electric Service
  Mt Prospect, IL

Other Businesses

Representative payee for Social Security Benefits for Carl Turchik (father). Pays father's bills and medical expenses, start 4/2023. Commission Member-Special Events Commission, Village of Arlington Heights, Volunteer position that helps plan and coordinate seasonal events, 2 hrs/month, start 03/2025. Rotary Member of Arlington Heights, Chair of Youth Services, Participate in community charitable events, 5 hrs/month, start 07/2026. Chair for Annual Mayor's Prayer Breakfast of Arlington Heights, Village of Arlington Heights, Help Plan an Annual Breakfast event, Occurs every February, 1hr/month, start 07/2026.DBA: Wells, Roselieb & Raia Wealth Management, LLC

Exams

• S66 Uniform Combined State Law Examination
  2023-08-22