Trina
Patel

Albert Investments, LLC

CRD#5509011
Investment Advisor
in Culver City, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Trina Patel is a financial advisor based out of Culver City, California, with 4 years of industry experience. Patel is currently employed by Albert Investments, LLC. The advisor has gained experience at Jpmorgan Chase Bank, Albert Corporation, Deluxe Media, Nbc Universal, Cash Bar LLC, Albert Securities, LLC and Albert Investments, LLC. Patel maintains Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Albert Investments, LLC is a financial advisory business headquartered in Culver City, CA. It manages $18 million in total assets across its 80,235 customer accounts, making it one of the smaller financial advisory firms in the United States by assets under management. Albert Investments, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services usually depend on which services the firm provides the client. Fees billed by Albert Investments, LLC typically consist of fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

3528 Hayden Avenue 3Rd Floor-South
Culver City, CA 90232

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Albert Investments, LLC Brokerage Details

Total Assets Under Management

$17,653,429

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

80,235

CA Average: 3,727
Average Account Size

$220

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Trina Patel Work History

Trina has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

Albert Securities, LLC

2019 - Present (5 years)

Albert Corporation

2019 - Present (5 years)

Albert Investments, LLC

2017 - 2018 (1 year)

Cash Bar LLC

2016 - 2017 (1 year)

Nbc Universal

2015 - 2016 (1 year)

Deluxe Media

2011 - 2015 (4 years)

Jpmorgan Chase Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Trina Patel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Albert Investments, LLC

Patrick Franklin
Culver City, CA
Mark Christopher Reyes
Culver City, CA
Durriya Pierce
New York, NY
Trina Patel
Culver City, CA
Vadim Verdyan
Culver City, CA
Evan Gorenflo
Culver City, CA
Daniel Demian
Culver City, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started