Prviate Trust Company

The Private Trust Company, N.A., is a wholly-owned subsidiary of Linsco/Private Ledger, the country’s leading independent broker/dealer. The Private Trust Company manages trusts and family assets for high-net-worth clients and is licensed in all 50 states under its 1995 national banking charter. The bank does not engage in any lending or deposit taking, specializing solely in providing fiduciary services. The Private Trust Company currently serves in a fiduciary capacity for over $20 billion in assets.

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
managemet through LPL Financial Services a Registered Investment Advisor and Member FINRA/SIPC.
Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.