Cody Drake Perez
Investment adviser representative at Trb Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$3.7BFirm assets
6 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Trb Wealth Management, LLCApr 2026 to now
- PNC Investments LLCApr 2023 to Apr 2026
- PNC BankNov 2022 to Apr 2023
- UnemployedMay 2022 to Nov 2022
- Nylife Securities LLCOct 2020 to May 2022
- New York Life Insurance CompanySep 2020 to May 2022
- UnemployedMar 2020 to Sep 2020
- Ameristar Casino Resort SpaOct 2018 to Feb 2020
- Walmart SupercenterOct 2017 to Mar 2018
- World Famous PadreritagrillMay 2017 to Sep 2018
- United States Soccer FederationJan 2012 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Trb Wealth Management, LLC
$3.7BAssets managed
934Clients
12Advisers
6 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
- 7291229
- Firm CRD
- 309370