Unclaimed Profile

Trevor M York

RIVER'S EDGE WEALTH MANAGEMENT LLC·BEAVER, Pennsylvania

SIE, Series 7, Series 66CFP ChFCClean record8 years registeredRIVER'S EDGE WEALTH MANAGEMENT LLC

525 3RD STREET, BEAVER, PA 15009CRD# 6800601Firm CRD# 313711

Profile Verification

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

Identity

Trevor M York · BEAVER, PA

Registration

CRD #6800601 · RIVER'S EDGE WEALTH MANAGEMENT LLC · 8 years registered

Brand Profile

Not yet started

Career History

RIVER'S EDGE

Jan 2022 – present

RIVER'S EDGE

Apr 2021 – Dec 2021

BEAVER, PA

EWA, LLC

Jun 2020 – Jul 2021

PITTSBURGH, PA

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Jan 2018 – Jun 2020

Seven Fields, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 24, 2018

Years registered · 8

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIVER'S EDGE WEALTH MANAGEMENT LLC

CRD 313711 · SEC 801-130663

AUM

$102M

Regulatory assets under management

Employees

780 client accounts

Services offered by RIVER'S EDGE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 RIVER'S EDGE WEALTH MANAGEMENT LLC →

Introduction

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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 holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

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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