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Malcolm Mceachern Trevillian

CHATHAM ADVISORS, LLC·DURHAM, North Carolina
Clean record20 years registeredCHATHAM ADVISORS, LLC
280 SOUTH MANGUM STREET, DURHAM, NC 27701CRD# 1001676Firm CRD# 146937

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Malcolm Mceachern Trevillian · DURHAM, NC
Registration
CRD #1001676 · CHATHAM ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

VERITY ASSET MANAGEMENT
Jul 2011 – present
VERITY INVESTMENTS, INC.
Mar 2009 – Jul 2011
DURHAM, NC
CHAPEL HILL INVESTMENT ADVISORS
Jun 2006 – Dec 2009
CHAPEL HILL, NC
COMPERIO RETIREMENT CONSULTING, INC.
Jun 2006 – Dec 2009
CHAPEL HILL, NC
02

Registrations & Exams

Registration record
First registered · June 8, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHATHAM ADVISORS, LLC
CRD 146937 · SEC 801-69042
AUM
$30M
Regulatory assets under management
Employees
1
51 client accounts
Services offered by CHATHAM ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at CHATHAM ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Malcolm Mceachern Trevillian offer?
Malcolm Mceachern Trevillian specializes in Financial Planning, Investment Management. Contact their office in DURHAM, North Carolina for a consultation.
What are Malcolm Mceachern Trevillian's credentials?
Malcolm Mceachern Trevillian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Malcolm Mceachern Trevillian located?
Malcolm Mceachern Trevillian is based in DURHAM, North Carolina, working with CHATHAM ADVISORS, LLC. Their office serves clients in the DURHAM metropolitan area and surrounding communities.
How does Malcolm Mceachern Trevillian charge for services?
Malcolm Mceachern Trevillian's firm is compensated through percentage of aum, hourly charges, 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 CHATHAM ADVISORS, LLC?
CHATHAM ADVISORS, LLC has approximately 1 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)HUNTERSVILLE (13)
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Research
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