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Trevor Ruskin Whitley

MNS FINANCIAL MANAGEMENT, L.L.C.·FORT MYERS, Florida
Series 65Clean record21 years registeredMNS FINANCIAL MANAGEMENT, L.L.C.
6208 WHISKEY CREEK DRIVE, FORT MYERS, FL 33919CRD# 4985041Firm CRD# 116604

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trevor Ruskin Whitley · FORT MYERS, FL
Registration
CRD #4985041 · MNS FINANCIAL MANAGEMENT, L.L.C. · 21 years registered
Brand Profile
Not yet started
01

Career History

MARQUIS WEALTH MANAGEMENT GROUP
Aug 2005 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 11, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MNS FINANCIAL MANAGEMENT, L.L.C.
CRD 116604 · SEC 801-60851
AUM
$361M
Regulatory assets under management
Employees
9
988 client accounts
Services offered by MNS FINANCIAL MANAGEMENT, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MNS FINANCIAL MANAGEMENT, L.L.C. →
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05

Frequently Asked Questions

What services does Trevor Ruskin Whitley offer?
Trevor Ruskin Whitley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT MYERS, Florida for a consultation.
What are Trevor Ruskin Whitley's credentials?
Trevor Ruskin Whitley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor Ruskin Whitley located?
Trevor Ruskin Whitley is based in FORT MYERS, Florida, working with MNS FINANCIAL MANAGEMENT, L.L.C.. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does Trevor Ruskin Whitley charge for services?
Trevor Ruskin Whitley'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 MNS FINANCIAL MANAGEMENT, L.L.C.?
MNS FINANCIAL MANAGEMENT, L.L.C. has approximately 9 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MNS FINANCIAL MANAGEMENT, L.L.C.

Brian P O'connell
FORT MYERS, FL
Linda Gail Markham
FT. MYERS, FL
Richard Earl Krichbaum
FORT MYERS, FL
Susan Kim Sands
FORT MYERS, FL

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