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Trevor Joseph Allburn

FALMOUTH INVESTMENT COMPANY, INC.·SHAKER HEIGHTS, Ohio
Clean recordFALMOUTH INVESTMENT COMPANY, INC.
3401 TUTTLE ROAD, SHAKER HEIGHTS, OH 44122CRD# 7694464Firm CRD# 122268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trevor Joseph Allburn · SHAKER HEIGHTS, OH
Registration
CRD #7694464 · FALMOUTH INVESTMENT COMPANY, INC.
Brand Profile
Not yet started
01

Career History

CORIENT
Feb 2026 – present
02

Registrations & Exams

Registration record
First registered · February 11, 2026
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
NEW FALMOUTH, LLC
CRD 122268 · SEC 801-61436
AUM
$519M
Regulatory assets under management
Employees
0
37 client accounts
Services offered by NEW FALMOUTH, LLC
Per Form ADV
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at NEW FALMOUTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Trevor Joseph Allburn offer?
Trevor Joseph Allburn specializes in Retirement Planning. Contact their office in SHAKER HEIGHTS, Ohio for a consultation.
What are Trevor Joseph Allburn's credentials?
Trevor Joseph Allburn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor Joseph Allburn located?
Trevor Joseph Allburn is based in SHAKER HEIGHTS, Ohio, working with FALMOUTH INVESTMENT COMPANY, INC.. Their office serves clients in the SHAKER HEIGHTS metropolitan area and surrounding communities.
How does Trevor Joseph Allburn charge for services?
Trevor Joseph Allburn's firm is compensated through percentage of aum, performance-based fees, other: fixed organization fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FALMOUTH INVESTMENT COMPANY, INC.?
FALMOUTH INVESTMENT COMPANY, INC. is a registered investment adviser with the SEC, managing $519M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at FALMOUTH INVESTMENT COMPANY, INC.

Terence Conway Sullivan
SHAKER HEIGHTS, OH
Christine Louise Jemison
SHAKER HEIGHTS, OH
Scott Jeffrey Swain
SHAKER HEIGHTS, OH
Joanne Finley Stegmoyer
SHAKER HEIGHTS, OH

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