Clearwater Capital Partners
42yrs
Top advisor by experience in Hoffman Estates
2yrs
Based in Hoffman Estates, Illinois, Trey Roach is a fiduciary financial advisor with 2 years of industry experience. Trey has been with The Dala Group since 2024. The Dala Group offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and commissions.
One of 62 advisors with offices in Hoffman Estates, and one of 61 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office2800 W. Higgins Rd. Suite. 895, Hoffman Estates, IL 60169
FirmThe Dala Group
How the firm is paid ?Percent of assets, Hourly, Commissions
Typical client at the firm ?$1.01 million
Advisors at the firm9
States licensed ?1 state
Services through The Dala Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
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 65Uniform Investment Adviser Law Examination
Career
- Oct 2024 – nowThe Dala Group, LLCCurrent firm
Contact Trey
(847) 485-0248The Dala Group main office 2800 W. Higgins Rd. Suite. 895Hoffman Estates, IL 60169Office · Get directions LinkedIn pageThe Dala Group
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Questions to ask Trey
Tailored to Trey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- 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 Trey
How do I contact Trey?
Call The Dala Group at (847) 485-0248 and ask for Trey Roach. Trey works from the Hoffman Estates, IL office.
How long has Trey been a financial advisor?
Trey has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Trey hold?
Series 65. Tap any license on this page to see what it allows.
Is Trey a fiduciary?
Trey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trey paid?
The Dala Group reports being paid by a percentage of the assets they manage, hourly fees, commissions on some products. Ask Trey 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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