Roberto Trejo has been Managing Member of Entrust Investment Services since April 2023, is a control person of the firm and directly owns between 50% and 75% of it.
Entrust Investment Services, Inc is a Campbell, CA firm with $141M under management, 170 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Roberto Trejo’s longest registration was 6 years at Client One Securities LLC (2012–2018). Before joining Entrust Investment Services in 2023, Roberto Trejo was registered through Emerald Blue Advisors and Client One Securities LLC.
- – present · 3 yearsCampbell, CA · Adviser representative · Firm CRD 324860
- Emerald Blue Advisors– · 5 yearsSan Jose, CA · Adviser representative · Firm CRD 166113
- Client One Securities LLC– · 6 yearsSan Jose, CA · Adviser representative · Firm CRD 152974
Investment adviser representative registrations
Roberto Trejo is registered as an investment adviser representative in 4 states. The first approvals date from April 2023; the most recent is New Hampshire, in April 2024.
- CaliforniaSince 2 June 2023
- MichiganSince 4 April 2023
- New HampshireSince 19 April 2024
- WashingtonSince 16 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 17 May 2013 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 2 May 2013 |
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Roberto Antonio Trejo
- CRD
- 6050826
- Firm
- Entrust Investment Services · CRD 324860
- Role
- Managing Member
- Office
- 1901 S Bascom Ave, Suite 1150, Campbell, CA 95008
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Roberto Trejo work?
Roberto Trejo has been Managing Member of Entrust Investment Services, Inc since April 2023, and is a control person of the firm.
Is Roberto Trejo a financial advisor?
Yes. Roberto Trejo has a current investment-adviser registration in California, Michigan, New Hampshire and Washington, through Entrust Investment Services since April 2023.
How many years of experience does Roberto Trejo have?
Roberto Trejo has 14 years in the financial industry, since April 2012, across 3 adviser firms.
What exams has Roberto Trejo passed?
Roberto Trejo has passed 3 licensing exams: the Series 65, Series 6 and Series 63. The earliest, the Series 65, was passed in November 2011. FINRA credited Roberto Trejo with the SIE, which began in October 2018.
Where did Roberto Trejo work before Entrust Investment Services?
Before Entrust Investment Services, Roberto Trejo was registered through Client One Securities LLC, April 2012 to December 2018.
Where is Roberto Trejo based?
Roberto Trejo’s registered office is in Campbell, CA.
Is Roberto Trejo registered with FINRA?
No. Roberto Trejo has no current broker registration.
How can I verify Roberto Trejo’s record?
Search CRD 6050826 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Roberto Trejo’s full registration record.