Unclaimed Profile

Thomas Warren Trevor

TREVOR STEWART BURTON & JACOBSEN INC·NEW YORK, New York

Clean recordTREVOR STEWART BURTON & JACOBSEN INC

405 LEXINGTON AVENUE, NEW YORK, NY 10174CRD# 4391535Firm CRD# 110628

Profile Verification

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

Identity

Thomas Warren Trevor · NEW YORK, NY

Registration

CRD #4391535 · TREVOR STEWART BURTON & JACOBSEN INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Thomas Warren Trevor is a registered financial advisor based in NEW YORK, New York, affiliated with TREVOR STEWART BURTON & JACOBSEN INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

TREVOR STEWART BURTON & JACOBSEN INC

AUM

$91M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TREVOR STEWART BURTON & JACOBSEN INC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4391535

Firm CRD# 110628

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Warren Trevor offer?

Thomas Warren Trevor specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Thomas Warren Trevor's credentials?

Thomas Warren Trevor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Thomas Warren Trevor located?

Thomas Warren Trevor is based in NEW YORK, New York, working with TREVOR STEWART BURTON & JACOBSEN INC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Thomas Warren Trevor charge for services?

Thomas Warren Trevor's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TREVOR STEWART BURTON & JACOBSEN INC?

TREVOR STEWART BURTON & JACOBSEN INC has approximately 4 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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