Trevor Ruskin Whitley
Investment adviser representative at Marquis Wealth Management Group
22 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$489.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Marquis Wealth Management GroupAug 2005 to now
- Mns Financial ManagementMay 2004 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Marquis Wealth Management Group
Legal name: Mns Financial Management, L.L.C.
$489.2MAssets managed
321Clients
6Advisers
24 yearsIn 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
- 4985041
- Firm CRD
- 116604