Unclaimed Profile

Trevin Richard Kent

PARTNERS WEALTH MANAGEMENT, LLC·MONTEREY, California

SIE, Series 7, Series 7TO, Series 66CFP13 years registeredPARTNERS WEALTH MANAGEMENT, LLC

299 WEBSTER STREET, MONTEREY, CA 93940CRD# 6096717Firm CRD# 314816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Trevin Richard Kent · MONTEREY, CA

Registration

CRD #6096717 · PARTNERS WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

THEPARTNERS WEALTH MANAGEMENT

Jan 2023 – present

THEPARTNERS WEALTH MANAGEMENT

Nov 2021 – Dec 2022

Monterey, CA

CENTAURUS FINANCIAL, INC.

Jun 2013 – Nov 2021

MONTEREY, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 66

Registration record

First registered · June 25, 2013

Years registered · 13

Professional designation · CFP

Disclosure History

2024Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PARTNERS WEALTH MANAGEMENT, LLC

CRD 314816 · SEC 801-122637

AUM

$173M

Regulatory assets under management

Employees

565 client accounts

Services offered by PARTNERS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARTNERS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Trevin Richard Kent offer?

Trevin Richard Kent specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.

What are Trevin Richard Kent's credentials?

Trevin Richard Kent holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Trevin Richard Kent located?

Trevin Richard Kent is based in MONTEREY, California, working with PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.

How does Trevin Richard Kent charge for services?

Trevin Richard Kent's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PARTNERS WEALTH MANAGEMENT, LLC?

PARTNERS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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