David Trejo has been an investment adviser representative at Total Wealth Services since November 2024, and is not listed among the firm’s executive officers or direct owners.
Total Wealth Services, LLC is a Westlake Village, CA firm with $186M under management, 162 clients and 6 advisers in one office, as of its March 2026 filing.
David Trejo’s longest registration was 3 years at TD Ameritrade Investment Management, LLC (2018–2021). Before joining Total Wealth Services in 2024, David Trejo was registered through Mariner Independent and Real Talk Capital, LLC.
- Total Wealth Services, LLCCurrent– present · 1 yearWestlake Village, CA · Adviser representative · Firm CRD 331833
- Mariner Independent– · under a yearWestlake Village, CA · Adviser representative · Firm CRD 305418
- Real Talk Capital, LLC– · under a yearVan Nuys, CA · Adviser representative · Firm CRD 318048
- TD Ameritrade, Inc.– · 3 yearsPasadena, CA · Adviser representative · Firm CRD 7870
- TD Ameritrade Investment Management, LLC– · 3 yearsPasadena, CA · Adviser representative · Firm CRD 111514
- Scottrade Investment Management– · under a yearSaint Louis, MO · Adviser representative · Firm CRD 169988
Investment adviser representative registrations
David Trejo is registered as an investment adviser representative in California, since November 2024.
- CaliforniaSince 25 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 7 June 2017 |
| Series 7 | General Securities Representative Examination | 14 June 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 17 July 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 July 2012 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 6086356
- Firm
- Total Wealth Services · CRD 331833
- Office
- 4165 E Thousand Oaks Blvd., Ste. 355, Westlake Village, CA 91362
- Registration
- Investment adviser registration
- In the industry since
- October 2014
- Disciplinary history
- Not yet shown here · SEC record
Where does David Trejo work?
David Trejo is an investment adviser representative registered through Total Wealth Services, LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is David Trejo a financial advisor?
Yes. David Trejo has a current investment-adviser registration in California, through Total Wealth Services since November 2024.
How many years of experience does David Trejo have?
David Trejo has 12 years in the financial industry, since October 2014, across 6 adviser firms.
What exams has David Trejo passed?
David Trejo has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in July 2012. FINRA credited David Trejo with the SIE, which began in October 2018.
Where did David Trejo work before Total Wealth Services?
Before Total Wealth Services, David Trejo was registered through Mariner Independent, November 2023 to September 2024; Real Talk Capital, LLC, December 2022 to January 2023; TD Ameritrade, Inc., February 2018 to November 2021; TD Ameritrade Investment Management, LLC, February 2018 to November 2021; Scottrade Investment Management, June 2017 to February 2018.
Where is David Trejo based?
David Trejo’s registered office is in Westlake Village, CA.
Is David Trejo registered with FINRA?
No. David Trejo has no current broker registration.
How can I verify David Trejo’s record?
Search CRD 6086356 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Trejo’s full registration record.
