Trust, Fiduciary, and Custody Activities
10 establishments and 24 people in 01. It is made of Personal Financial Advisors, licensed in 32 of 56 US jurisdictions; 7 occupations here carry a licence. Every figure names its source, and the gaps are listed.
Who does the work
| Occupation | Share | Employed nationally | Median wage |
|---|---|---|---|
| Personal Financial Advisors | 17.98% | 193,920 | $109,390 |
| Securities, Commodities, and Financial Services Sales Agents | 15.22% | 164,180 | $103,370 |
| Financial and Investment Analysts | 7.93% | 85,550 | $124,050 |
| Financial Managers | 5.73% | 61,830 | $216,770 |
| General and Operations Managers | 4.4% | 47,410 | $195,490 |
| Office Clerks, General | 3.42% | 36,930 | $47,270 |
| Customer Service Representatives | 3.36% | 36,210 | $58,250 |
| Accountants and Auditors | 2.95% | 31,790 | $107,650 |
The licence gate
| What the industry is made of | Share | Concentration | Strongest licence belongs to | Jurisdictions | Exam-gated |
|---|---|---|---|---|---|
| Personal Financial Advisors | 17.98% | 158.9× | Personal Financial Advisors | 32 of 56 | 21 |
The defining occupation and the licensed one coincide here, which is not always the case.
Licensed occupations in this industry
| Occupation | Share of industry | Concentration here | Jurisdictions licensing it | Licences on record |
|---|---|---|---|---|
| Personal Financial Advisors | 17.98% | 158.9× | 32 of 56 | 50 |
| Securities, Commodities, and Financial Services Sales Agents | 15.22% | 59.3× | 23 of 56 | 48 |
| Financial Managers | 5.73% | 10.8× | 13 of 56 | 25 |
| Financial and Investment Analysts | 7.93% | 40.2× | 1 of 56 | 1 |
| Accountants and Auditors | 2.95% | 3.1× | 49 of 56 | 119 |
| General and Operations Managers | 4.4% | 1.8× | 23 of 56 | 46 |
| Office Clerks, General | 3.42% | 2.0× | 1 of 56 | 2 |
Concentration is this occupation's share of employment here divided by its share across every industry we hold — how much this industry is made of that job. Above 8× it is a defining occupation; near 1× it is a job every industry has, like a manager or an office clerk. Which licence gates OPERATING the business depends on the jurisdiction and on how the business is structured, and we do not assert it.
What this page cannot tell you
| Gap |
|---|
| licence titles in 01 — none matched 'Personal Financial Advisors', though it is licensed in 32 jurisdictions nationally. The title differs locally, or the record is held municipally. |
| occupation mix for NAICS 523991 — the labour statistics carry no rows at this level, so everything about occupations here, including the defining occupation and its licence gate, is measured at NAICS 523000, a broader grouping. Establishment counts are for 523991 itself. |
| licence coverage — the register holds 54 of 56 US licensing jurisdictions, and 2,504 of its records carry no jurisdiction at all. A count of 32 is out of 54 searched, not out of 56. The unsearched jurisdictions are not evidence of no licence. |
| bonding_required_usd — no producer, and not estimated |
This industry, elsewhere
| View | What it answers |
|---|---|
| Where is it easiest to open? | Every jurisdiction side by side — operators, wages, and the licence gate |
| The underwriting | Which rubric dimensions the public record can evidence, and which it cannot |
| Trust, Fiduciary, and Custody Activiti in CA | The same record, for one jurisdiction |
| Trust, Fiduciary, and Custody Activiti in TX | The same record, for one jurisdiction |
| Trust, Fiduciary, and Custody Activiti in FL | The same record, for one jurisdiction |
| Trust, Fiduciary, and Custody Activiti in NY | The same record, for one jurisdiction |
| Trust, Fiduciary, and Custody Activiti in AZ | The same record, for one jurisdiction |
| Trust, Fiduciary, and Custody Activiti in GA | The same record, for one jurisdiction |
Every one of these is generated from the same corpus and costs nothing to read.
Neighbouring industries
| Industry | NAICS | Operators |
|---|---|---|
| Miscellaneous Intermediation | 523910 | 12,081 |
| Miscellaneous Financial Investment Activities | 523999 | 1,910 |
| Securities and Commodity Exchanges | 523210 | 24 |
The same six-digit sector. Listed because an operator comparing options is usually choosing between adjacent trades, not between an industry and nothing.
Businesses on this path here
Licence data courtesy of CareerOneStop, sponsored by the U.S. Department of Labor. This page is free to read, requires no account, and always will — that is a condition of the data licence as well as our own position.