Vima
46yrs
Top advisor by experience in Troy
16yrs
David Trimble has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Troy, Michigan. David has been with Equitable Advisors since 2011. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 778 advisors with offices in Troy, and one of 725 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 62% of advisors at Equitable Advisors
Office2701 Troy Center Drive Suite 410, Troy, MI 48084
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?2 states
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowEquitable Advisors, LLCCurrent firm
Contact David
(212) 314-4600Firm headquarters in New York, NY. Ask for David. 2701 Troy Center Drive Suite 410Troy, MI 48084Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Equitable Advisors at (212) 314-4600 and ask for David Trimble. David works from the Troy, MI office.
How long has David been a financial advisor?
David has been in the industry since 2010, about 16 years. More experience than 62% of advisors at Equitable Advisors.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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