Trevor KnowlesCRD Number: 6641485
Current Firm: Leucadia Asset Management LLC
Trevor Knowles (CRD# 6641485) is an Investment Advisor Representative working at Leucadia Asset Management LLC in New York, NY and has over 3 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Jefferies LLC||New York, NY||Jun 2018 - Current||3|
|Lehigh University||Bethlehem, PA||Aug 2014 - May 2018||3|
|Jefferies||New York, NY||Jun 2017 - Aug 2017||< 1|
|Morgan Stanley||New York, NY||Jun 2016 - Aug 2016||< 1|
|North Hunterdon High School||Clinton, NJ||Aug 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2018|
Total Assets Under Management4,061MILLIONS
Total Number of Accounts1,671ACCOUNTS
Average Account Value$2,430,077
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
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