Steven Trevor, financial advisor Plano TX

Steven Trevor

CRD Number: 1892620
Current Firm: Vanguard Advisers, Inc.

Steven Trevor (CRD# 1892620) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Plano, TX and has over 32 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Plano TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
John Cravens, financial advisor Plano TX
John B. Cravens
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
Similar Advisors
Mark Patton, financial advisor Plano TX
Mark A. Patton
CRD# 2492919
Patton Wealth Advisors
Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Aug 2021 - Current 2
Us Nail SPA Irving, TX Sep 2020 - Current 3
Charles Schwab & Company, Inc. Westlake, TX May 2020 - Jul 2021 1
Charles Schwab Bank, Ssb Westlake, TX May 2020 - Jul 2021 1
Usaa Investment Management Company San Antonio, TX Jan 2018 - May 2020 2
Usaa Financial Advisors, Inc. Addison, TX May 2014 - May 2020 6
Usaa Financial Planning Services Addison, TX May 2014 - May 2020 6
Western Governors University Salt Lake City, UT Feb 2018 - Jul 2019 1
Unemployed Red Bank, NJ Jan 2014 - May 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S65 NASAA Investment Advisors Law Examination Feb 1995
S66 NASAA Uniform Combined State Law Examination Sep 2003
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Steven E. Trevor
Phone Number: 610-669-1000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    299,192
    MILLIONS
  • Total Number of Accounts
    634,470
    ACCOUNTS
  • Average Account Value
    $471,562
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Steven Trevor and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.