Unclaimed Profile

Trevor Lee Gordon

SANDLAPPER WEALTH MANAGEMENT, LLC·GREENVILLE, South Carolina

SIE, Series 7, Series 24, Series 31, Series 63, Series 6513 years registeredSANDLAPPER WEALTH MANAGEMENT, LLC

406 N. PLEASANTBURG DR, GREENVILLE, SC 29607CRD# 2195122Firm CRD# 41534

Profile Verification

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

Identity

Trevor Lee Gordon · GREENVILLE, SC

Registration

CRD #2195122 · SANDLAPPER WEALTH MANAGEMENT, LLC · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SANDLAPPER WEALTH MANAGEMENT, LLC

SANDLAPPER WEALTH MANAGEMENT, LLC

Feb 2015 – Dec 2020

GREENVILLE, SC

SANDLAPPER WEALTH MANAGEMENT, LLC

Sep 2012 – Dec 2014

GREENVILLE, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · September 27, 2012

Years registered · 13

Disclosure History

2021Regulatory·Final

2019Customer Dispute·Pending

2019Customer Dispute·Settled

2017Regulatory·Final

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

SANDLAPPER WEALTH MANAGEMENT, LLC

CRD 41534 · SEC 801-79219

AUM

$229M

Regulatory assets under management

Employees

1,009 client accounts

Services offered by SANDLAPPER WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

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 SANDLAPPER WEALTH MANAGEMENT, LLC →

Introduction

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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.

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, last registered with SANDLAPPER WEALTH MANAGEMENT, LLC.

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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