Trevor SpringCRD Number: 6013725
Current Firm: Stifel, Nicolaus & Company, Incorporated
Trevor Spring (CRD# 6013725) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New London, CT and has over 5 years of experience in the finance industry.
Lansdowne Wealth Management, LLC
First Financial Advisory Services Inc.
Sagepoint Financial, Inc.
|Stifel, Nicolaus & Company, Incorporated||New London, CT||Jan 2012 - Current||6|
|The Mystic Chamber Of Commerce||Mystic, CT||Sep 2011 - Dec 2011||< 1|
|The Ocean House||Watch Hill, RI||Jun 2011 - Aug 2011||< 1|
|Mystic Chamber Of Commerce||Mystic, CT||Jan 2011 - Mar 2011||< 1|
|The Olympia Tea Room||Watch Hill, RI||Jun 2005 - Nov 2010||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2013|
Total Assets Under Management53,887MILLIONS
Total Number of Accounts141,170ACCOUNTS
Average Account Value$381,719
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY