Trent WeaverCRD Number: 6037330
Current Firm: Strategic Advisers, Inc.
Trent Weaver (CRD# 6037330) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Feb 2010 - Current||6|
|Instant Commercial Solutions||Clinton, UT||Dec 2010 - Feb 2012||1|
|Utah State University||Logan, UT||Aug 2005 - Dec 2011||6|
|Impact Payment Solutions||Logan, UT||May 2010 - Dec 2010||< 1|
|Impact Commercial Solutions||Logan, UT||Oct 2007 - Dec 2010||3|
|Utah State Basketball Camp||Logan, UT||Jun 2009 - Jun 2009||< 1|
|Utah State Basketball Camp||Logan, UT||Jun 2008 - Jun 2008||< 1|
|Moxie Pest Control||Corona, CA||May 2007 - Aug 2007||< 1|
|Logan School District||Logan, UT||Aug 2006 - May 2007||< 1|
|Davis County Mosquito Abatement||Kaysville, UT||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2012|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV