Claim Profile
Unclaimed Profile
TS

Trevor Michael Schuesler

CANTERBURY CONSULTING INCORPORATED·NEWPORT BEACH, California
Series 7, Series 7TO, Series 63Clean recordCANTERBURY CONSULTING INCORPORATED
660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660-6404CRD# 5852432Firm CRD# 22875

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trevor Michael Schuesler · NEWPORT BEACH, CA
Registration
CRD #5852432 · CANTERBURY CONSULTING INCORPORATED
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 7TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CANTERBURY CONSULTING INCORPORATED
CRD 22875 · SEC 801-34756
AUM
$6.6B
Regulatory assets under management
Employees
72
4,358 client accounts
Services offered by CANTERBURY CONSULTING INCORPORATED
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
Introduction

Speak with Trevor

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Trevor is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWPORT BEACH?

Browse all registered financial advisors in NEWPORT BEACH, California or claim this profile if it's yours.

04

Frequently Asked Questions

What services does Trevor Michael Schuesler offer?
Trevor Michael Schuesler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Trevor Michael Schuesler's credentials?
Trevor Michael Schuesler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor Michael Schuesler located?
Trevor Michael Schuesler is based in NEWPORT BEACH, California, working with CANTERBURY CONSULTING INCORPORATED. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Trevor Michael Schuesler charge for services?
Trevor Michael Schuesler's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANTERBURY CONSULTING INCORPORATED?
CANTERBURY CONSULTING INCORPORATED has approximately 72 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →