Claim Profile
Unclaimed Profile
TW

Trevor S Wiessmann

MAVERICK CAPITAL LTD·DALLAS, Texas
Clean recordMAVERICK CAPITAL LTD
1900 N. PEARL STREET, DALLAS, TX 75201CRD# 5636108Firm CRD# 108262

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Trevor S Wiessmann · DALLAS, TX
Registration
CRD #5636108 · MAVERICK CAPITAL LTD
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Trevor S Wiessmann is a registered financial advisor based in DALLAS, Texas, affiliated with MAVERICK CAPITAL LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

Speak with Trevor

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Trevor is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
MAVERICK CAPITAL LTD
MAVERICK CAPITAL LTD
AUM
$8.8B
Regulatory assets under management
Employees
96
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5636108
Firm CRD# 108262
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Trevor S Wiessmann offer?
Trevor S Wiessmann specializes in Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Trevor S Wiessmann's credentials?
Trevor S Wiessmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Trevor S Wiessmann located?
Trevor S Wiessmann is based in DALLAS, Texas, working with MAVERICK CAPITAL LTD. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Trevor S Wiessmann charge for services?
Trevor S Wiessmann's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAVERICK CAPITAL LTD?
MAVERICK CAPITAL LTD has approximately 96 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →