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Clinton Andrew Trotta

Thurston Springer Advisors

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About Clinton Andrew Trotta

Clinton Andrew Trotta is an investment advisor representative with Thurston Springer Advisors. Clinton has been in the financial services industry since June 2020 and has licenses to practice in several states including Florida and Texas. Clinton has earned the Series 7TO, Series 66, and SIE licenses. Prior to joining Thurston Springer Advisors, Clinton was a financial advisor at Ameriprise Financial Services, LLC. Clinton specializes in providing financial planning and portfolio management services to individuals and businesses. Clinton is also a board member of the Florida Wildlife Federation.

Firm Information

Clinton Trotta is currently registered with Thurston Springer Advisors. Thurston Springer Advisors is an Indianapolis, Indiana-based investment advisor with approximately $1 billion - $10 billion in assets under management. They offer a range of services including financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. They serve a variety of clients, including high net worth individuals, corporations, and individuals other than high net worth. Their client base includes a significant number of individuals, and they also provide advisory services to charitable organizations. Thurston Springer Advisors participates in wrap fee programs.
Thurston Springer Advisors

9000 KEYSTONE CROSSING

INDIANAPOLIS, IN 46240

$3.96B

Assets Under Management

Not reported

Total Clients

77

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Clinton Trotta’s Registration & Firm History

FL

03/25/2022 - Present

Thurston Springer Advisors (PALM BEACH GARDENS FL)

FL

06/22/2020 - 04/01/2022

AMERIPRISE FINANCIAL SERVICES, LLC (TAMPA FL)

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Licenses & Designations

BOTH

Issued 09/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/16/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Clinton Andrew Trotta.
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