Trevor Cummings, financial advisor Irvine CA
89 score

Trevor Cummings

CRD Number: 6275726
Current Firm: Morgan Stanley

Trevor Cummings (CRD# 6275726) is an Investment Advisor Representative working at Morgan Stanley in Irvine, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Irvine, CA Nov 2013 - Current 3
Wells Fargo San Clemente, CA Sep 2012 - Oct 2013 1
Unemployed San Clemente, CA Dec 2011 - Sep 2012 < 1
24 Hour Fitness San Juan Capistrano, CA Aug 2004 - Dec 2011 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Trevor T. Cummings
Phone Number: 914-225-5510
Registered State(s):
  • CA
  • UT
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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