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Trevor M York

RIVER'S EDGE WEALTH MANAGEMENT LLC·BEAVER, Pennsylvania
Unclaimed Profile
525 3RD STREET, BEAVER, PA 15009CRD# 6800601Firm CRD# 313711
01

About

Trevor M York is a registered financial advisor based in BEAVER, Pennsylvania, affiliated with RIVER'S EDGE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
RIVER'S EDGE WEALTH MANAGEMENT LLC
RIVER'S EDGE
AUM
$102M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at RIVER'S EDGE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6800601
Firm CRD# 313711
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Trevor M York offer?
Trevor M York specializes in Financial Planning, Investment Management. Contact their office in BEAVER, Pennsylvania for a consultation.
What are Trevor M York's credentials?
Trevor M York is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor M York located?
Trevor M York is based in BEAVER, Pennsylvania, working with RIVER'S EDGE WEALTH MANAGEMENT LLC. Their office serves clients in the BEAVER metropolitan area and surrounding communities.
How does Trevor M York charge for services?
Trevor M York'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 RIVER'S EDGE WEALTH MANAGEMENT LLC?
RIVER'S EDGE WEALTH MANAGEMENT LLC has approximately 4 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BEAVER
Patrick Joseph Dinuzzo — DINUZZO PRIVATE WEALTH, INC.Mark Samuel Dinuzzo — DINUZZO PRIVATE WEALTH, INC.Carl Joseph Hartman — DINUZZO PRIVATE WEALTH, INC.Jake Gilchrist Mccracken — RIVER'S EDGE WEALTH MANAGEMENT LLCJohn Patrick Ellsworth — THREE CORD TRUE WEALTH MANAGEMENT, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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