Trevor Cobb, financial advisor Seattle WA

Trevor Cobb

CRD Number: 5549449
Current Firm: Avantia

Trevor Cobb (CRD# 5549449) is an Investment Advisor Representative working at Avantia in Seattle, WA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Omdurman, Llc, D/b/a Avantia Seattle, WA May 2020 - Current < 1
Goldman Sachs Seattle, WA Nov 2015 - Feb 2020 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Seattle, WA Mar 2013 - Oct 2015 2
Bank Of America, N.a. Seattle, WA Mar 2013 - Oct 2015 2
J.p. Morgan Securities Inc. Seattle, WA Aug 2009 - Mar 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2009
S65 NASAA Investment Advisors Law Examination Sep 2013
Contact Info for Trevor J. Cobb
Phone Number: 206 304 1190
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $226,313
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

WA

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