Trevor Christian Stauffer
Investment adviser representative at Trajan Wealth, L.L.C.
12 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 yearsFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Trajan Wealth, L.L.C.Jul 2020 to now
- CaregiverApr 2020 to Jul 2020
- Coign Capital Advisors, LLCOct 2019 to Mar 2020
- Allegis Investment ServicesJul 2016 to Mar 2018
- Navigate Private Wealth LLCMay 2014 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (UT).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 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
- 4997834
- Firm CRD
- 158847