Trevor Harrison Dean
Investment adviser representative at Canopy Capital Group
12 yearsExperience
1 stateRegistered in
$1.3BFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Experience
12 years in the industry.
- Canopy Capital GroupMay 2024 to now
- On TrajectoryJul 2022 to May 2024
- NdvrNov 2021 to Jul 2022
- UnemployedMar 2021 to Nov 2021
- Columbia Management Investment Distributors IncFeb 2018 to Feb 2021
- Horizon InestmentsJul 2017 to Jan 2018
- Race Rock Capital LLCMar 2017 to Jun 2017
- Windham Capital ManagementJan 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Canopy Capital Group
Legal name: Goldenx Company
$1.3BAssets managed
9Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4444389
- Firm CRD
- 326730