AdFi
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Joshua Ryan Shaffer

Investment Adviser Representative at TRINITY FINANCIAL ADVISORS LLC

Columbus, OHCRD #5351641Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Ohio
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/17/2016
SIE
Securities Industry Essentials Examination
Passed 6/27/2017
Series 7
General Securities Representative Examination
Passed 5/18/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Trinity Financial Advisors LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TRINITY FINANCIAL ADVISORS LLCCurrent
4/9/2026Columbus, OH
HAMILTON CAPITAL
12/4/20184/3/2019Columbus, OH
HALITE PARTNERS, LLC
10/15/201711/21/2018Columbus, OH
MORGAN STANLEY
6/17/20166/27/2017Columbus, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at TRINITY FINANCIAL ADVISORS LLC

6 other advisors in the directory

View TRINITY FINANCIAL ADVISORS LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Ryan Shaffer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Joshua Ryan Shaffer - Financial Advisor in Columbus, OH | AdvisorFinder