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Michael Eric Trapp

Investment adviser representative at Avestar Capital, LLC
11 yearsExperience
1 stateRegistered in
$2.1BFirm assets
9 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Avestar Capital, LLCJul 2023 to now
  2. Morgan StanleyMay 2018 to now
  3. Morgan Stanley Private Bank, N.AJun 2020 to Jun 2023
  4. UBS Financial Services IncNov 2015 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (NY).

Avestar Capital, LLC

$2.1BAssets managed
187Clients
13Advisers
9 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
6582609
Firm CRD
287525
Advisor's SEC record (opens in a new tab)
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