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Trevor Lee Gordon

SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, South Carolina
Unclaimed Profile
406 N. PLEASANTBURG DR, GREENVILLE, SC 29607CRD# 2195122Firm CRD# 41534
01

About

Trevor Lee Gordon is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with SANDLAPPER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SANDLAPPER WEALTH MANAGEMENT, LLC
SANDLAPPER WEALTH MANAGEMENT, LLC
AUM
$229M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at SANDLAPPER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2195122
Firm CRD# 41534
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Trevor Lee Gordon offer?
Trevor Lee Gordon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Trevor Lee Gordon's credentials?
Trevor Lee Gordon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor Lee Gordon located?
Trevor Lee Gordon is based in GREENVILLE, South Carolina, working with SANDLAPPER WEALTH MANAGEMENT, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Trevor Lee Gordon charge for services?
Trevor Lee Gordon's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SANDLAPPER WEALTH MANAGEMENT, LLC?
SANDLAPPER WEALTH MANAGEMENT, LLC has approximately 17 employees and manages $229M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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