Trevor Forbes, financial advisor Lenox MA
90 score

Trevor Forbes

CRD Number: 5994373
Current Firm: Renaissance Investment Group, LLC

Trevor Forbes (CRD# 5994373) is an Investment Advisor Representative working at Renaissance Investment Group, LLC in Lenox, MA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Renaissance Investment Group, LLC Pittsfield, MA Oct 2011 - Current 5
Standard Life Investments (usa) Boston, MA Apr 2011 - Oct 2011 < 1
Standard Life Wealth London, Oct 2007 - Mar 2011 3
Abn Ambro London, Aug 2004 - Aug 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Trevor M. Forbes
Phone Number: 413-445-2481
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States


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

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