Robert Trieu
Hickok Advisory · Campbell, California
Robert Trieu is a fee-only financial advisor at Hickok Advisory in Campbell, California. Hickok Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Hickok Advisory |
|---|---|
| Based in | Campbell, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $130K across 1 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6328658 |
| Exams passed | Series 63 (2014) · Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Robert's firm compares
- Hickok Advisory's average account is about $130,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Robert
Is Robert Trieu a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Hickok Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Hickok Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Trieu based?
Robert Trieu is based in Campbell, California.
Is Robert Trieu registered with the SEC?
Yes. Robert Trieu is registered as an investment adviser representative in CA (CRD 6328658), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hickok Advisory manage?
Hickok Advisory reports $130K across 1 accounts in assets under management.
How do I contact Robert Trieu?
Contact details aren't on file yet. Search for Hickok Advisory.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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