Robert Joseph Trenham
Investment adviser representative at Kelly Park Investment LLC
15 yearsExperience
1 stateRegistered in
$141.5MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Kelly Park Investment LLCApr 2026 to now
- Compass Securities CorporationJul 2024 to now
- Kelly Park CapitalJul 2024 to now
- UnemployedNov 2023 to Jul 2024
- Quasar Distributors, LLCApr 2022 to Nov 2023
- Teramo AdvisorsApr 2022 to Nov 2023
- Eagle Private EquityAug 2020 to Feb 2022
- EveryincomeFeb 2020 to Aug 2020
- Ei Capital Distributors, LLCApr 2019 to Feb 2020
- Tocqueville Securities L.P.Nov 2017 to Apr 2019
- Alt Fund Distributors LLCFeb 2017 to Oct 2017
- UnemployedDec 2016 to Jan 2017
- Walton International Group (USA)Jan 2011 to Nov 2016
- Walton Securities, Inc.Jan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Kelly Park Investment LLC
$141.5MAssets managed
2Clients
1Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4429662
- Firm CRD
- 299882