Nicholas Trevino (CRD# 2056957) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Westlake, TX | Sep 2021 - Current | 2 |
| Trident Sailing Academy | Grapevine, TX | Sep 2021 - Sep 2021 | < 1 |
| Lyft | San Francisco, CA | May 2021 - Sep 2021 | < 1 |
| Accent Graphics Inc. | Grand Prairie, TX | May 2018 - Mar 2021 | 2 |
| Harbinger | Jacksonville, FL | Feb 2017 - Apr 2018 | 1 |
| True North Sign Solutions | Euless, TX | Jul 2015 - Feb 2017 | 1 |
| Signtronix | Dallas, TX | Sep 2008 - Dec 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management652,548MILLIONS
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Total Number of Accounts1,712,247ACCOUNTS
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Average Account Value$381,106
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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