Trevor Ikwild, financial advisor Leesburg VA
90 score

Trevor Ikwild

CRD Number: 5946924
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Trevor Ikwild (CRD# 5946924) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Leesburg, VA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Leesburg, VA Sep 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Leesburg, VA Sep 2014 - Current 2
Morgan Stanley Mclean, VA Jun 2013 - Sep 2014 1
Jhfn Sii Raleigh, NC Jun 2011 - May 2013 1
Silcott Springs Farm Philomont, VA Jun 2005 - Jun 2011 6
Loudoun Valley High School Purcellville, VA Sep 2000 - Jun 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Trevor O. Ikwild
Phone Number: 800-637-7455
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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