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Trevor Matthew Sbrocco

Eltekon Advisors, LLC.

West Lake Hills, TX

CRD 7692084

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Employer firm

Eltekon Advisors, LLC. CRD 115371

$340M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Eltekon Advisors, Llc.

3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-03
  • TX RA
    APPROVED
    Since 2023-07-03

Branch Locations

3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746 • 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
Eltekon Advisors, Llc. West Lake Hills TX 01/2023 Present
Student Austin TX 08/2008 Present
Nutrition 512 Austin TX 05/2021 08/2021
  • 01/2023 → Present
    West Lake Hills, TX
  • 08/2008 → Present
    Student
    Austin, TX
  • 05/2021 → 08/2021
    Nutrition 512
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-03
  • S65 Uniform Investment Adviser Law Examination
    2023-07-03
Other Names
  • Trevor M Sbrocco

View on SEC IAPD

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