Trevor Saunders
Investment adviser representative at Darwin Wealth Management
14 yearsExperience
5 statesRegistered in
ChFC®, CFP® certificationDesignations
$614.5MFirm 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
- Pension consulting
Experience
14 years in the industry.
- Darwin Wealth ManagementNov 2023 to now
- Diversified Individual BrokerageFeb 2012 to now
- Capital Synergy Partners, Inc.Jul 2019 to Dec 2023
- Cps Financial & Insurance Services, Inc.Jan 2019 to Dec 2023
- The Leaders Group IncJun 2012 to Dec 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 5 states (CT, FL, MA, NJ, NY).
Darwin Wealth Management
Legal name: Darwin Wealth Management, LLC
$614.5MAssets managed
835Clients
12Advisers
12 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
- 5506542
- Firm CRD
- 166585